Chisholm Financial Planning & Investments is an independent, New York State Registered Investment Advisor providing online and in-person, fee-based financial planning and investment management. Founded by Jenny Logan, a Certified Financial Planner® and former attorney, the firm serves individuals, families, and business owners, particularly in Jefferson County and New York’s North Country. Its approach is collaborative and fiduciary-focused, with advice tailored to each client’s priorities rather than commissions.

Services include comprehensive and one-time financial plans, ongoing investment management, retirement and education planning, wealth management, tax strategy, and estate planning. The firm also offers guidance on stock options and equity compensation, divorce, and military financial planning. Clients can begin with a customized plan addressing a specific concern or their broader financial picture, then choose whether to add investment management aligned with their goals and comfort with risk. Chisholm Financial Planning & Investments offers a free introductory call and a longer follow-up meeting to explore fit and develop a personalized proposal.