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What We Do

Financial Independence is Achievable, Let the Jacobi Method Show You How

Who We Help

Who We Help

We realize that we can’t be all things to all people, we can however strive to be all things to a select few people. We’ve carefully engineered our process and services and have learned from experience that we are best suited to work with:

  • Business Owners
  • Individuals and Families
  • Human Resource Teams
  • High net worth investors
  • Retirees
  • Young Investors

What We Do

Our planning strategies and recommendations are specifically tailored to address your unique situation.
We offer a broad range of services which includes the following:

Individuals & Families

Portfolio Management

Estate and Asset Protection Planning

Retirement Planning

Tax Mitigation Strategies

Life and Disability Insurance

College Funding Strategies

Social Security Strategies

Philanthropic Planning

Medicare Planning

Long Term Care

Planning for Next Generation

Financial Technology Tools

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Growth, Exit, and Succession Planning

Retirement Plan Consulting

Tax Mitigation Strategies

Workplace Financial Wellness Programs

Shareholder/Buy-Sell Agreement Planning

Executive Compensation Consulting

Non-qualified plans

Life and Disability Insurance

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Investment Planning

Investment Planning

For over 30 years*, Jacobi Capital Management has been working with business owners, individuals and families to create investment strategies to help them pursue their goals and optimize the probability of success. We take our role as a trusted advisor in managing our client’s wealth seriously, using proprietary strategies and techniques we have developed over the course of multiple market cycles. To execute a strategy on your behalf, we ask the question, “What if…then what?” to think through the possible blind spots and range of outcomes. Our process focuses on:

  • Risk Tolerance & Capacity Assessment
  • Portfolio Construction
  • Asset Allocation

*Jacobi Capital Management, LLC was formed as a Registered Investment Adviser in 2008. The firm was originally founded in 1992 by Michael Hirthler as a branch office of LPL Financial.

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