JBA Wealth Management Group

JBA Wealth Management Group is a financial services company based in Fort Collins, Colorado, specializing in retirement planning, investments, insurance, and estate planning. They have been serving families and business owners since 1984, and their focus is on building long-term relationships with clients. Their commitment to open communication allows them to understand each client's individual needs and goals, then create tailored strategies to help them achieve their financial objectives.

JBA Wealth Management Group prioritizes doing the right thing for their clients, employees, community, and environment. They are a Certified B Corporation, demonstrating their commitment to social and environmental responsibility. They are also actively involved in educating other businesses on becoming B Corps, furthering their dedication to making a positive impact beyond their core business.

JBA Wealth Management Group, Inc. is a financial services firm dedicated to helping individuals and families achieve their financial goals through comprehensive planning and customized investment strategies. They pride themselves on building long-term relationships with clients based on trust and open communication. Their mission is to guide clients through all stages of life, from retirement planning and investment management to insurance and estate planning, with a focus on ensuring their financial well-being and security.

JBA Wealth Management Group emphasizes a culture of honesty, integrity, and long-term relationships built on open communication. They value their employees and community, striving to make a positive impact through their B Corp commitment. They prioritize client needs and work toward providing comprehensive financial solutions, while also encouraging personal and professional growth.

JBA Wealth Management Group is committed to creating an inclusive and equitable environment for its employees and clients. They are dedicated to fostering a culture that values diversity and promotes equal opportunities for all. While the website doesn't explicitly outline a specific diversity, equity, and inclusion program, their commitment to becoming a B Corp and educating other businesses on the importance of this movement suggests a focus on ethical business practices and social responsibility, which often encompasses DEI initiatives.