Jake Courtney

CFP®, CSLP®

MillennialFP

Founder & Financial Planner

Jake Courtney

CFP®, CSLP®

MillennialFP

Founder & Financial Planner

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Jake Courtney, CFP®, CSLP®

937-907-0018

Fee-Only financial planner located in Dayton, OH, serving clients locally and virtually across the country.

Meet Jake Courtney

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.

Jake Courtney is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Contact Jake Courtney

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Office Locations:

  • Dayton, OH 45459

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