Jason Jager, CFP®, EA

Founder and CEO

Welcome! And thank you for considering Jager Wealth Management as you look for help with your retirement.

We help clients optimize their investments, reduce taxes, and create lasting retirement income.

You may notice that our firm and our processes look different from other firms in the area. Don’t worry, that’s intentional.

I started my career at large regional and national brokerage firms, but noticed that our meetings were more about revenue goals than client goals.  These firms spent more time educating advisors on products than they did serving their clients’ needs.

In 2018, I decided to be different and launched Jager Wealth Management.

Our firm and our processes are designed to put the needs of our clients first.

I know, I know. Every advisor says that. But we’re not asking you to blindly trust us with something as important as your retirement.  We developed the SMART Retirement Process™, so that individuals considering our firm could get to know us and see the value that we provide before ever paying us a dime.  Our free assessment will help you make an informed decision about working with our firm.

I hold the Certified Financial Planner™ and Enrolled Agent designations, and am a member of the following organizations:

CFP Board
National Association of Personal Financial Advisors
Fee-Only Network
Financial Planning Association

When I’m not knee-deep in plans and portfolios, I enjoy spending time outdoors with my wife, Natalie, and our two children, Samuel and Abigail.

I hope you see the value in our evaluation process and look forward to talking soon!

-Jason Jager, CFP®, EA




We are a fee-only financial planning and investment management firm. This means that our clients have the peace of mind in knowing that our recommendations are not driven by sales commissions or kickbacks.  We believe that being fee-only reduces conflicts of interest and keeps us focused on what we do best, serving our clients.


We have an obligation to act in the best interest of our clients. While this sounds like common sense, you may be surprised to find that most financial advisors are only obligated to do what is “suitable” for their clients. We want our clients to know that their advisor is always acting in their best interest, which is why we hold ourselves to a higher standard. 


 Our processes and philosophies are developed around academic research. We rely on decades of research rather than the noise of the financial media or the forecasts of market gurus. Whether we’re building an investment portfolio or determining the proper retirement distribution strategy, you can be sure that our recommendations are built on a solid foundation of knowledge and expertise.


We price our services fairly and communicate that upfront with our clients.