J. R. Prunier Capital Management LLC is an independent, fee-only Registered Investment Adviser serving individuals, families, and business owners. Guided by a fiduciary commitment, the firm says its advice is focused on clients’ best interests, without proprietary products competing for their attention or investment dollars. Its approach combines comprehensive financial planning through the CFP® process with personal, jargon-free guidance designed around each client’s goals, values, and circumstances.

The firm works with multigenerational families on preparing, protecting, and transitioning wealth; helps business owners consider the financial and family implications of business success, execution, and transitions; and supports people planning for retirement. It also offers sustainable investing expertise for clients who want to align investments with their values and consider non-financial outcomes.

Its planning process begins with discovery, then develops an adaptable financial plan, aligns investments with goals and risk tolerance, and monitors the plan over time. Relevant considerations may include resources, investments, estate planning, taxes, and family priorities. J. R.