Financial planning at Edward Jones

A personalized, comprehensive approach to managing wealth

Three people looking at a document

True wealth is knowing what counts. Financial planning takes your relationship with a financial advisor to a deeper, more individual level. Together, you’ll discuss where you are now and where you want to be. Then your financial advisor creates a comprehensive strategy tailored to you – a plan that acts as a roadmap, helps you avoid blind spots and adapts to change at every turn.

Ongoing financial planning gives you

A fiduciary approach(1) that puts your interests first, always

An organized analysis of your assets, cash flow, benefits, insurance and more – including how different scenarios may affect your goals

An annual plan in writing with personalized, actionable recommendations

Whether you're in need of a more comprehensive strategy, or something in your life calls for a different level of support - your trusted financial advisor is with you each step of the way to provide guidance and recommendations.

One plan across five key elements

Financial planning delivers a personalized experience across five areas of your financial life:

  • Goal planning – Turning your vision into a clear path forward
  • Cash and income – Know where your money comes from – and where it goes
  • Portfolio and investment allocation – Align your investments with your goals
  • Risk and protection – Identifying potential risks and exploring personal protection strategies
  • Estate and wealth transfer – Help bring clarity and confidence for you and those you care about

Financial Planning Plus 

Financial Planning Plus is our comprehensive offering, combining ongoing financial planning across your entire financial life with the full power of our investment advisory programs and other accounts.

Financial Planning Plus

Discover how Financial Planning Plus helps align your financial strategy with what matters most to you.

Talk to a financial advisor, or find an Edward Jones near you

Ongoing financial planning services are available to eligible clients only and are subject to an annual charge. Reach out to a financial advisor to see whether this service is right for you.

Important information:

1 Currently, an Edward Jones financial advisor may be a fiduciary for a specific investment account, based on the type of account, but the scope is limited to that account and the investments in that account only. 

2 Edward Jones financial planning is a separate investment advisory service offered through an Edward Jones branch office and is currently only available to clients with a minimum of $250,000 in Investment Advisory accounts. Edward Jones and its financial advisors cannot provide tax or legal advice. For additional information about Edward Jones’ products and services, please see edwardjones.com/FormCRS.