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Schedule With Mike

At Focus Financial, we have only one focus – to help you pursue your goals, whatever they may be.

The Jacobson Group is a family-driven financial advisory firm with a strong focus on personalized service and holistic management. Mike’s extensive experience in the finance industry, combined with Peder’s fresh perspective and dedication to simplicity and efficiency, seems to create a well-rounded team.

 Mike joined Focus Financial in 1996 and emphasizes personal financial planning, investment management, insurance applications, 401k plan management, and employee education. He believes that small, positive steps can result in significant positive changes in life, and he is eager to help clients take those steps. 

 Mike's son, Peder, joined in June of 2023. He specializes in investment allocation, financial planning, and estate planning. Peder believes in helping clients create financial plans that emphasize clarity and effectiveness and is dedicated to providing an experience that reflects these principles.

 Together, they serve their clients by offering holistic management services that meet their needs.  

It’s All About You:

We want to find the solutions that are the best fit for you and provide ongoing service for years to come. Therefore, we will provide you with ideas that you can use to help you pursue your goals.

We want to help you develop, implement, and monitor a strategy designed to address your situation. If you'd like to learn more, we'd love to hear from you.

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