Columbia, MD | Mt. Pleasant, SC
Simplifying the Complex
Smart investing doesn’t have to be complicated investing. We strive to simplify your financial strategies.
Your Financial Partners
Our experienced team of professionals is here to offer you unbiased advice and ongoing support.
Discover Your Risk Number
We love this unique, interactive, and helpful questionnaire that assigns you a Risk Number on a scale of 1-99.
Your Needs, Our Focus
As an independent firm, we are focused solely on serving you and your needs, without any conflicts of interest.
Your Financial Coach
Welcome, we are Janoskie Financial & Associates, a financial organization in Columbia, MD. Janoskie Financial was founded to help individuals manage the financial areas that are important in their lives – income, education, retirement, and estates, just to name a few. We see ourselves as financial coaches to our clients. We work hard to go beyond the service level of the typical wealth management firm and serve as trusted coaches with whom you can rely for honest recommendations and advice tailored to your needs.
While any investment firm can provide product-specific advice, personalized recommendations from someone you trust can be more difficult to find. We believe that when it comes to investments and retirement strategies, trust is vital. We pride ourselves on the long-lasting, multi-generational relationships we build with our clients and their families.
Our philosophy is that we owe our existence to our clients. Our core belief is that their successes define our successes. Our goal is to work alongside our clients and be effective investment advisors for them.
From One Professional to Another / Let’s Work Together
Your goals are our goals. Regardless of your background, we believe people live better lives with wealth-building education and investment insights. If you’re ready to work with a financial professional, let’s sit down to talk.
Our Clients
From young professionals just starting out to seasoned investors looking to optimize their portfolios, we offer customized strategies to meet the unique financial needs of every client.
Schedule A Consultation
If you believe you could benefit from working with a financial professional, let’s talk. We’ll work together to see how we can best serve you.
What We Do
When was the last time you sat down and had a practical conversation about your investments? If it’s been a while, it may be time to consult with a trusted ally.
Our team consists of seasoned professionals with decades of combined experience. Whether you’re an early investor or a seasoned wealth-builder, clients from all walks of life have come to rely on our insight and knowledge.
Our Three Step Process
STEP
1
Setup
The more we know about you, your finances, and your goals, the better we can strategize.
STEP
2
Strategize
We’ll map out a financial strategy based on your goals, time horizon, and risk tolerance.
STEP
3
Execute
Life changes? Market volatility? We’ll keep your financial blueprint on track every step of the way.
Get your financial journey started today.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
What's Your Risk Number?
Gain access to award-winning technology that works to help you minimize the emotional burden of investing guesswork.
Complete the Risk Questionnaire to find out your Risk Number® today.
Technology for Lasting Success
At Janoskie Financial, we use advanced planning tools like AdviceWorks, to help you visualize your financial goals and develop a comprehensive plan around them. With our cutting-edge resources, you can have confidence that you are working with a team that is committed to leveraging leading technology to provide exceptional financial planning services.
Schedule A Free Consultation
We’d love to learn more about you and your financial goals. Our form is the best way to schedule an introductory call.