Building a foundation of trust and clarity, one client at a time.
Your Trusted Financial Partner in Orlando
About Jake Carris
Meet Jake Carris, CFP®, CFA®
Beyond the office, Jake is a devoted husband and father. He and his wife Erin have four children, Rhett, Archer, Calvin and Noelle. As a member of the community he supports local sports, scouting and his church, Holy Family Catholic Church.
About the Company
A Fiduciary Standard You Can Trust
The financial industry is often complex and filled with hidden fees, leaving you feeling uncertain about your future. Our mission is to change that. We believe everyone deserves straightforward, honest, and affordable financial guidance. As a fee-only financial advisor, we are committed to providing you with clear, unbiased advice.
Our purpose is to be your most trusted financial partner. We are dedicated to creating a personalized plan that gives you control, confidence, and peace of mind, knowing your best interests always come first.
Supporting Our Community
Beyond the office, Jake is a devoted husband and father to his four children, Rhett, Archer, Calvin, and Noelle. As a member of the community, he supports local sports and his church, Holy Family Catholic Church.
Frequently Asked Questions
As a fiduciary, Jake Carris is legally and ethically bound to act in your best interest at all times. This is the highest standard of care in the financial industry. Unlike advisors who may only be required to provide suitable advice, our commitment is to provide clear, unbiased recommendations that are always aligned with your goals, not ours.
Our fee-only model means we are compensated directly by our clients, not through commissions or sales of financial products. This ensures that our advice is always objective and removes any potential conflicts of interest. You receive transparent guidance based solely on what is best for your financial situation.
Both the CFP® and CFA® are highly respected designations, but they focus on different areas. The Certified Financial Planner™ designation is centered on comprehensive financial planning, including retirement, estate, and tax planning. The Chartered Financial Analyst designation is focused on deep investment analysis and portfolio management. Holding both marks shows a high level of expertise in both planning and investment strategy.
While our office is based in Orlando, our modern approach allows us to work with clients across the entire United States.
Ready to Begin Your Financial Journey?
Take the next step toward a more secure financial future. We are here to provide the expertise and guidance you need.