Jericho Financial

No — and that’s intentional. Jericho was built specifically to remove the barriers that keep hardworking individuals and families from accessing real financial guidance. There is no minimum balance required to start.

Jericho uses an asset-based fee structure — meaning fees are based on the assets being managed, not on commissions from selling products. There are no ticket charges, no account fees, and no hidden costs. This structure ensures that Jericho’s interests are always aligned with the client’s — when a client’s portfolio grows, everyone wins. For tax preparation services, there is a separate fee based on the complexity of the return.

Most financial advisory firms work with a small percentage of a client’s financial picture — typically just their investment portfolio. Jericho takes a 360-degree view of everything — investments, tax strategy, spending, protection, giving, and every major life transition. The emphasis is on being relational, not transactional, and on investing in people before investing in markets.

The first conversation is completely free and comes with no commitment or obligation. Jericho’s team will take the time to hear your story, understand your goals, and show you what’s possible. There’s no pitch, no pressure, and no jargon — just an honest conversation about where you are and where you want to go.

Jericho works with a wide range of clients — young professionals just getting started, families planning for retirement, business owners preparing for an exit, and high-net-worth individuals looking for new strategies and a higher level of financial planning. The common thread is a desire for real guidance, a real relationship, and a real plan.