Peaceful change begins with JMA Group

For each of us, life is a journey filled with highs and lows, twists and turns. Some of these changes we can anticipate, while others are anything but planned. Regardless of what lies ahead, the biggest difference in how you adapt and transition is often made by your support system. In addition to your family and friends, do you have a team of trusted professionals looking out for your financial interests?

At JMA Group, we take the time to get to know our clients and what drives them. We believe that peace of mind is often best achieved through purposeful planning, and it’s never too soon — or too late — to get started. From developing tailored exit strategies for business owners to creating meaningful legacies for loved ones, the goals of every individual are unique and each plan should acknowledge that. We don’t push product or promote other companies; we simply do our best to help our clients enjoy peaceful change when the time is right.

Learn about our principles and principals

JMA Group was built on a foundation of care, compassion and forethought.

  • In order to do right by our clients, we must first care enough to learn about their challenges and roadblocks, as well as their hopes and dreams.
  • Compassion and understanding then drives us to identify strategies and solutions that ultimately lead clients to achieve their goals.
  • By leveraging our knowledge, experience and a little forethought, we help clients plan ahead for both expected and unexpected change.

Through it all, our principals continue to make a positive difference in the lives of our clients and their loved ones. Click on a photo below to learn more.

John Martin

Founder & CEO

Ann Martin