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Barron's has ranked Jacob Duffy a Top Financial Advisor in Arizona for the eighth consecutive year

Better understand what’s happening in the world today and what it means for your portfolio and plan.

Are you utilizing Baird 360 Wealth yet? Keep track of your finances in one secure place.

Forbes has recognized Jacob Duffy as a Best-In-State Wealth Advisor.


A true financial partner with your best interests in mind

People choose their careers for many different reasons. When we decided to become Financial Advisors, we were driven by a genuine passion for creating great outcomes in clients’ lives and a deep desire to help them achieve the things they wanted for themselves and the people they care about.

We have closely guided high-net-worth individuals, corporate executives and families through many market cycles, led by a thorough understanding of their unique situations and an unwavering commitment to keep their best interests first.