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JBY Financial Planning


Investment Advisors & Planning

About Us

JBY Financial Planning is a fee-only comprehensive financial planning, investment management, and tax planning services tailored specifically for the unique needs of educators, small business owners, and public sector workers residing in the Madison, Wisconsin, Dane County, and clients nationwide through convenient virtual channels. We are committed to providing personalized guidance and support to help our clients achieve their financial goals with confidence and peace of mind.