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About Us
We are a Dynamic Financial Planning Firm, on a mission to work with people who don’t fit the mold of ‘traditional financial services’, so that together we can make an impact.
Dynamic Financial Planning
Only 16% of people have a Financial Advisor. Which means 84% don’t.
Why is that?
It’s not because 84% don’t need Financial Advisory or don’t have money. It’s because they don’t fit the mold of what ‘traditional financial planning’ companies want them to fit.
JB Wealth Advisors is the Dynamic Financial Planning Firm many are looking for.
Our clients work with JB Wealth to Create a One Of A Kind Financial Plan, for Your One Of A Kind Life™.
Meet Our Team
Mike Milligan CFP® MBA
Investment Adviser
Mike Milligan CFP® MBA
Investment Adviser
Seth Frantz
Investment Adviser
Seth Frantz
Investment Adviser
Christina Hill
Client Service Specialist
Christina Hill
Client Service Specialist
Katie Owen
Client Service Specialist
Katie Owen
Client Service Specialist
Brian Fisher
Chief Operations Officer
Brian Fisher
Chief Operations Officer
Jim Fisher
Chief Executive Officer
Jim Fisher
Chief Executive Officer
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Investment Team
Members of the Investment Team are licensed with Advisory Alpha, LLC, a SEC registered investment advisor.
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Steve Osterink, Jr.
CFA® CFP® AIF®
Steve Osterink, Jr.
CFA® CFP® AIF®
Steve Jr. is the driving force behind the innovation and development of our investment solutions and platform. He leads the Investment Team and brings nearly two decades of experience to the firm, as well as a strong commitment to personal finance and asset management, as evidenced by his CFP® certification, AIF® designation and CFA® designation.
Nick Heinrich
CFA® CFP®
Nick leads a team of financial planning consultants who utilize various portfolio analysis and planning resources that strive to improve the financial outcomes of our valued clients. He holds the CFP® certification and CFA® designation and is well positioned to craft comprehensive solutions to financial challenges that span all stages of the financial planning process.
Copyright © 2024, JB Wealth Advisors. All rights reserved. Investment advisory services offered through JB Wealth Advisor, LLC, a SEC Registered Investment Advisor.
Investing in securities involves a risk of loss. Past performance is never a guarantee of future returns.
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Legal Information
Copyright © 2024, JB Wealth Advisors. All rights reserved. Investment advisory services offered through JB Wealth Advisor, LLC, a SEC Registered Investment Advisor.
Investing in securities involves a risk of loss. Past performance is never a guarantee of future returns.