When you choose Jarman Financial Group of Wells Fargo Advisors to serve as your trusted advisors, you select a team with 110 years of combined industry experience spanning several bear and bull markets. Our experience enduring various market dynamics provides us with historical data to make experienced decisions.
Richard R. Jarman, Jr. is the Managing Director-Investments and a Senior Private Investment Management (PIM) Portfolio Manager of the Jarman Financial Group of Wells Fargo Advisors. Rich is a CERTIFIED FINANCIAL PLANNER Board of Standards, Inc. The CFP® certification requires rigorous training, examination, and continuing education, making it one of the most recognized certifications in the financial service industry.
The PIM1 program, once only available to high-net-worth individuals, provides you with flexibility in building and maintaining your portfolio by offering a diverse selection of investment choices.
In addition to PIM, Jarman Financial utilizes several technical services with long-term track records of success in financial planning and portfolio management. These innovative services:
Provide our team with technical and monetary market indicators, enabling us to check the health of the markets as a guide in making sound investment decisions.
Allow us to create personalized financial plans with projected probability of success rates for retirement and other goals.
Offer a customized investment strategy designed to meet your individual objectives.
In addition to our responsive, personal service team, we draw on the vast resources of Wells Fargo Advisors and its affiliates while also utilizing an extended network of tax professionals, attorneys, and estate planners to help support your investment planning needs2.
Jarman Financial offers client-centric, analysis-based investment advice personalized to help you and your family achieve your financial goals and more. But we want to be more than your advisor… we want to be your partner in achieving the financial goals that allow you to focus on what matters most to you and your family.