Jentner Wealth Management

Jentner Wealth Management is a fee-only wealth management firm headquartered in Akron, Ohio, that provides comprehensive financial planning and investment management. Founded in 1984 by Bruce Jentner, the firm serves high-net-worth individuals, families, business owners, and trusts, primarily in Northeast Ohio but also across the United States. Bruce Jentner, who holds CPA/PFS, CFP®, and AIF® designations, established the firm with the goal of offering objective financial advice, a principle that continues to guide the company.

The firm operates on a fee-only basis, meaning its revenue is derived solely from client fees for financial planning and investment management, rather than commissions from selling financial products. This model aligns with their legal obligation to act as a fiduciary, ensuring that advice is always in the client's best interest. This structure is a key differentiator from many other advisory firms that may operate under a less stringent suitability standard.

Jentner Wealth Management employs a passive, globally diversified investment strategy, utilizing portfolios that can include over 10,000 companies across six continents. This approach aims to provide stable, long-term returns by capturing broad market performance rather than attempting to outperform the market through active stock selection. The firm also has a specialized division, Jentner Global Management, which creates customized investment portfolios for institutional clients like endowments, foundations, and qualified retirement plans.

Keywords: wealth management, financial planning, investment management, fee-only advisor, fiduciary, asset management, retirement planning, portfolio management, estate planning, high-net-worth