Jackson Square Financial

Leading Bay Area advisory firm Jackson Square Financial, known for its personal touch and exceptional, diverse team of experts, makes dealing with money matters less of a mystery and empowers its clients to live their best lives. With a heritage dating back to 1993, the firm is built on a foundation of integrity and concierge service. “We deliver a range of innovative solutions for individual households and small to mid-sized, closely held businesses,” says Christopher Owen, a partner. Offering help with wealth management, customized group benefits, retirement plans, and insurance services, Jackson Square draws on more than 30 years of experience in every transaction it makes, providing comprehensive strategies for investments, financial planning, and asset protection.