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Our Company

JMB Financial Managers is a comprehensive financial service firm that specializes in providing financial planning strategies and investment advice to business owners, independent contractors, the self-employed and their families in order for them to achieve their financial goals.

We will guide you through the maze of financial alternatives and select a course of action that fits your financial situation and continue our relationship with you on an ongoing basis as we continue to service your changing needs.

Whether you are building assets for the future or seeking to protect, enjoy, and pass on those you already have, JMB Financial Managers can help you along the way.


As a client of JMB Financial Managers you can expect that all of our services will be delivered to you with the following standard of care in mind:

  • Put the client’s best interest first.
  • Act with due care and in utmost good faith.
  • Do not mislead clients.
  • Provide full and fair disclosure of all material facts.
  • Disclose and fairly manage all material conflicts of interest.


At JMB Financial Managers we pride ourselves on delivering excellent customer service to our clients that coincide with our firm’s ethics.

  • Provide professional services with integrity.
  • Provide professional services objectively.
  • Maintain the knowledge and skill necessary to provide professional services competently.
  • Be fair and reasonable in all professional relationships. Disclose conflicts of interest.
  • Protect the confidentially of all client information.
  • Act in a manner that demonstrates exemplary professional conduct.
  • Provide professional services diligently.