Jessup Wealth Management | Comprehensive financial planning services in Dayton, OH

    The JWM Advantage

    (It's all about service.)

    In our office, service is more than a buzzword. It means practical experience. It means proactive communication. It means managing portfolios, and managing emotions right alongside. At Jessup, service means making you feel like you’re our only client.



    The Independent Advisors Podcast

    Excellent service includes education, so we simplify financial news and strategies in a jargon-free weekly podcast. We offer clear information that helps you feel empowered in your plan.




    What We Offer

    At Jessup, you may work with several of our specialized team members, depending on your financial plan and goals. Here are some common offerings. Visit our Services page for a more complete sense of what we do.

    Comprehensive Planning Icon

    Comprehensive Planning

    We work together to develop a plan that coordinates lifestyle, retirement, taxes, and more.

    Portfolio Management Icon

    Portfolio Management

    Our strategic management cuts hidden costs and helps us better control for risk.

    Tax Icon

    Tax Strategy

    We can help you explore ways to reduce what you owe in federal taxes.

    Family Business Services Icon

    Family Business Services

    We advise on selling your business, compensation, conflict resolution, and more.




    Our Team

    Our enterprise practice offers friendly, specialized services.

    Taxes. Social Security and IRAs. Cash management. Debt management. We have a professional for that. When you work with us, you get access to team members with a range of financial specialties, plus our proactive leaders.