Hi, I’m Jake. I’m a financial planner based out of Ohio and the founder of MillennialFP. Just like you, I grew up in the age of AOL instant messager, Myspace, reality TV, and the iPod. I also went to college when student loans were handed out like candy. After studying finance and accounting at Ohio University, I joined a financial services consulting firm where I learned everything I could about the financial advice industry. I learned that the average financial advisor is in their mid-50s and the average client of a financial advisor is in their mid-60s. But what about those families that haven’t had the time to build assets outside of their home equity or the 401(k)? Don’t they have money questions too? I was on a mission to serve my generation and joined a franchise of Ameriprise Financial as a financial advisor in 2020. Through trial and error, I quickly found out that I was unable to be the financial advisor that I wanted to be in the traditional model designed for retirees.

I decided that I would start a business that was specifically designed to educate and empower my generation by offering high-quality, conflict-free advice using the best tools and technology. I truly believe that we have the ability to drastically improve our lives if we change the conversation about money and align our financial decisions with what’s important to us. It’s even more true when we have the majority of our lives left to enjoy it. I launched MillennialFP in 2023 with the goal of helping as many millennial families as I can to understand, take control of, and put meaning behind their money decisions.