JSF Financial is an independent wealth management firm founded by Jeff Fishman in 1996. Based in Los Angeles, the firm serves individuals, families, foundations, and institutions with personalized financial advice and a focus on integrity, clarity, and communication. Its team works to understand each client’s circumstances, goals, and aspirations, helping them make informed decisions at important moments in life.

JSF’s services include comprehensive financial planning, investment management, and private wealth management. Financial planning brings together life, tax, and financial considerations to create individualized strategies for managing risk and pursuing opportunities across a lifetime or generations. Investment management aligns portfolio decisions with a client’s financial plan, values, tax status, objectives, and risk factors, using a measured approach to portfolio construction. Private wealth management offers a holistic, concierge-style service for high-net-worth individuals, families, and foundations, addressing complex estate, tax, and institutional considerations.

The firm also shares market recaps and other insights through its blog.