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 People
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.
WES McCRIMMON
Financial Consultant
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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.
Formulafolios
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.