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- View Six Step Process
- Request the CFP® Consumer Guide to Financial Planning
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Do you need your financial life pulled together?
Are you interested in capital preservation with reasonable earnings and appreciation?
Is your financial advisor qualified to assess tax issues affecting your retirement and estate planning?
Do you desire peace of mind over your retirement portfolio?
Experience a true financial advisory relationship -
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Welcome to JBA Financial Advisors. We offer comprehensive financial planning services in Timonium, Baltimore and the surrounding areas. With 18 years of financial services experience and 16 years teaching and administering the tax code, we bring extensive knowledge and expertise to our clients. We provide each client with financial services tailored to their needs and financial goals. Our goal is to educate our clients and provide you with the information you need to make sound financial decisions. You can find detailed information about financial planning on our website and request a free financial planning kit.
JBA is an independent financial advisor offering individuals and businesses a wide range of services. We work with individuals to review your financial situation and develop a plan that will help you achieve your financial goals. We offer financial consulting, retirement planning, money management, and comprehensive financial planning services.
JBA provides consultation services to small and medium sized businesses. We offer comprehensive financial planning for businesses and advice on life insurance and executive benefits, pension plans, corporate long term care plans and more. JBA can even help with your company's 401k plan. Let us evaluate your needs and offer professional financial planning advice for your business.
Please browse our website to learn more about the services we offer to individuals and businesses as an independent financial advisor. You can find additional information about money management, retirement planning, rollover financial planning and more. Contact us for assistance with comprehensive financial planning that is customized to meet the unique needs of your family or business. If you are looking for a financial advisor in Timonium or Baltimore, you can request an appointment on our website or give us a call.