Jessup Wealth Management
Finance · Ohio, United States · 1-10 Employees
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Overview
Headquarters
35 Park Ave, Oakwood, Ohio, 45419, Unite...Phone Number
(937) 938-9105Revenue
<$5 MillionIndustry
About Jessup Wealth Management
Jessup Wealth Management is a fiduciary financial advisor based in Dayton, OH, specializing in comprehensive wealth management and a Personal CFO approach for successful families. The firm offers a range of services including portfolio management, retirement planning, tax strategy, and family business services. Their target clients include individuals, families, and small business owners seeking proactive financial management and education. Jessup Wealth Management emphasizes personalized service and a team of specialized professionals to address various financial needs.Explore more
Jessup Wealth Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Jessup Wealth Management
<$5M
1-10
Private
-
2009
MM
Mark McEvilyChief Investment Officer & Managing Partner
Jessup Wealth Management Tech Stack
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Frequently Asked Questions Regarding Jessup Wealth Management
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Jessup Wealth Management is a fiduciary financial advisor based in Dayton, OH, specializing in comprehensive wealth management and a Personal CFO approach for successful families. The firm offers a range of services including portfolio management, retirement planning, tax strategy, and family business services. Their target clients include individu... Read More
