About JCG Advisory Partners LLC

Armed with the knowledge, skill, and experience to identify and analyze the challenges you face, we develop specific strategies to help minimize taxes, maximize growth, monetize assets, and transfer wealth, each according to your goals and objectives. To drive your success we communicate regularly, offer frequent helpful tips via our personalized blog and monthly newsletter, and provide industry-leading, user-friendly technology so you can track and monitor your progress from the palm of your hand, 24/7. Best of all, our client satisfaction team is second to none and happily at your service.

Our Process

Our On-Going Review Process

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Our People

Jon C. Goodman, CPWA®

Jon C. Goodman, CPWA®

Founder and Financial Consultant

Fiduciary, Jon C. Goodman, founded JCG Advisory Partners—an independent investment firm headquarterd in Bozeman, Montana—to help private individuals, families, and foundations safely bridge the gap between where they are financially and where they would like to be. Jon is a long standing member of the Investments & Wealth Institute, has earned the prestigious Certified Private Wealth Advisor® designation, and is Series 66 licensed. He completed his undergraduate and graduate degrees at Duke and Georgetown Universities respectively and holds certificates in Writing from Stanford University and Private Wealth Management from the University of Chicago’s Booth School of Business. Jon is also the founder of the personal finance app, millionaireME, designed to help individuals from all walks of life service debt, fund their emergency accounts, and invest toward both short and long term financial goals. Jon lives in Bozeman, MT with his wife, Ceci, with whom he enjoys time with their five children and two grandchildren, all the more in the Great Outdoors.



Financial Consultant

Wes McCrimmon has enjoyed a 15-year career in financial services, gaining diverse knowledge and perspective to bring to clients to help achieve their financial and personal goals. Prior to joining JCG Advisory Partners, Wes was a financial consultant for LPL Financial. Wes developed robust knowledge of the asset and wealth management industry via roles in product distribution of mutual funds and specialized alternative investment platforms for firms including JP Morgan, Deutsche Bank and FS Investments. Always brining a service-centric approach to his work, Mr. McCrimmon is thrilled to align with JCG Advisory Advisory Partners to enhance the value he brings to clients. Mr. McCrimmon earned his B.S. in Finance from the University of Idaho and is Series 66 licensed. A Montana native, Wes resides in Bozeman with his wife and two children and enjoys spending time with family and friends, golf and traveling.

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Our Strategic Partners

Adams Investment Management

ADAMS INVESTMENT MANAGEMENT takes an unemotional, quantitative, defensive approach to asset management with the goal of fully participating in bull markets and proactively protecting client assets in bear markets. Via their suite of technically-based analytic tools, AIM not only readily adapts to market fluctuations and economic trends, but can systematically identify buy/sell opportunities as they arise.

Independent Financial Partners

IFP Asset Management (IFPAM) is a diverse team of multi-credentialed investment professionals that builds and manages proprietary portfolio models, provides access to additional sub-advised investment strategies, and offers advisory and consulting private wealth management services for even the most complex situations.


An  Inc. 5000 “Fastest Growing Company” honoree for five years running, FormulaFolios  delivers both goal-based financial planning services and automated portfolio management strategically focused on one’s long-term goals. Client portfolios are allocated based on proven, academic research, not emotions, automatically selecting ideal positions geared towards reducing risk, fees, and taxes.  What’s more, FFI advisory services convey with Wealthguard, an early warning system for your investments. WealthGuard helps you focus on your long-term goals while helping protect your investments from market downturns. 

Milwaukee Institutional Asset Management

MIAM provides investment advisory services to institutional investors such as Registered Investment Advisory firms and their Investment Advisory Representatives, as well as Broker-Dealers and their Registered Representatives. As evidenced by their selection process for individual debt and equity securities, MIAM takes great pride in their value-oriented approach, rigorous research, and shareholder activism.



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Our Service Models

Pricing varies based on Service Model Selected and Scope of Engagement


For Affluent Clients with $250K or more in assets under management seeking access to our risk-aware, tax efficient, individual stock, bond and low-cost ETF portfolios that convey with stop limit loss orders and trailing stops, then our JCG Managed Portfolios should be a leading consideration.

For High Net Worth Clients and Non-Profit Organizations with $1M or more in assets under management hoping to access additional investment managers beyond us, including our strategic partners specializing in custom structured notes, undervalued corporate bonds, socially responsible investments (SRI), or more defensive, tactical portfolios, then Goodman Advisory Partners will fit the bill.

For Private Clients and Families with $5M or more in AUM and more complex tax, estate, and charitable giving needs, Goodman Private Wealth happily can serve as their dedicated, cost efficient, family office solution.

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