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Insights

Fiduciary value Position Jentner as a fee-only fiduciary with no commissions to highlight conflict-free guidance, appealing to prospects seeking truly unbiased financial planning and investment advice.

Boutique scale Emphasize the firm's small team size and local Akron base to target high-net-worth individuals and organizations valuing personalized service with a hands-on approach.

Diversified offerings Leverage both individual/family planning and Jentner Global Management for institutions to cross-sell ongoing investment management, endowments, foundations, and retirement plan services.

Global, low-cost Promote the broadly diversified, low-cost investing philosophy spanning over 10,000 companies across six continents, appealing to long-term, risk-aware investors seeking steadiness.

Tech-enabled Highlight the modern tech stack (WordPress, Google Cloud, Microsoft 365, SEO tooling) as a foundation for scalable digital presence and client portal improvements to support growth and efficiency.

Similar companies to Jentner Wealth Management

Jentner Wealth Management Tech Stack

Jentner Wealth Management uses 8 technology products and services including WordPress, oEmbed, Microsoft 365, and more. Explore Jentner Wealth Management's tech stack below.

  • WordPress
    Content Management System
  • oEmbed
    Dev Tools
  • Google Cloud
    Infrastructure As A Service
  • jQuery
    Javascript Libraries
  • Oxygen
    Page Builders
  • Yoast SEO
    Search Engines
  • X-XSS-Protection
    Security

Jentner Wealth Management's Email Address Formats

Jentner Wealth Management uses at least 2 email formats:
Jentner Wealth Management Email FormatsExamplePercentage
First@jentner.comJohn@jentner.com
94%
Last@jentner.comDoe@jentner.com
6%

Frequently Asked Questions

What is Jentner Wealth Management's phone number?

Minus sign iconPlus sign icon You can contact Jentner Wealth Management's main corporate office by phone at
+1-330-668-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Jentner Wealth Management's official website and social media links?

Minus sign iconPlus sign iconJentner Wealth Management's official website is jentner.com and has social profiles on LinkedIn.

How much revenue does Jentner Wealth Management generate?

Minus sign iconPlus sign icon As of September 2026, Jentner Wealth Management's annual revenue is estimated to be $1M - $10M.

What is Jentner Wealth Management's SIC code and NAICS code?

Minus sign iconPlus sign iconJentner Wealth Management's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Jentner Wealth Management have currently?

Minus sign iconPlus sign iconAs of September 2026, Jentner Wealth Management has approximately 4 employees across 2 continents, including North America and Asia. Key team members include Corporate Secretary: B. J. and Financial Advisor: M. W. Explore Jentner Wealth Management's employee directory with LeadIQ.

What industry does Jentner Wealth Management belong to?

Minus sign iconPlus sign iconJentner Wealth Management operates in the Investment Management industry.

What technology does Jentner Wealth Management use?

Minus sign iconPlus sign iconJentner Wealth Management's tech stack includes WordPress, oEmbed, Microsoft 365, Google Cloud, jQuery, Oxygen, Yoast SEO and X-XSS-Protection.

What is Jentner Wealth Management's email format?

Minus sign iconPlus sign iconJentner Wealth Management's email format typically follows the pattern of First@jentner.com. Find more Jentner Wealth Management email formats with LeadIQ.

When was Jentner Wealth Management founded?

Minus sign iconPlus sign iconJentner Wealth Management was founded in 1984.
Jentner Wealth Management logo

Jentner Wealth Management

Investment ManagementOhio, United States2-10 Employees

Jentner Wealth Management is a wealth-management firm focused on investment management, based in Akron, Ohio. It provides fee-only, comprehensive financial planning alongside globally diversified investing and fiduciary guidance. The firm serves individuals, families, business owners, and trusts, with its institutional division, Jentner Global Management, offering investment portfolio management to endowments, foundations, and qualified retirement plans.

Its approach centers on a low-cost, passively engineered strategy that spans more than 10,000 companies across six continents, aiming to deliver steadiness in varying markets and meaningful long-term returns. As a fiduciary, the firm does not earn commissions and does not rely on proprietary products, ensuring advice is in clients' best interests at all times. The company emphasizes its fee-only model to avoid conflicts of interest associated with selling financial products.

Section iconCompany Overview

Phone number
+1-330-668-****
Website
jentner.com
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
5239 - Other Financial Investment Activities
Founded
1984
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    Jentner Wealth Management's revenue is estimated to be in the range of $1M - $10M

Company Leadership

  • Corporate Secretary at Jentner Wealth Management
    B. J.
    Corporate Secretary
    Mobile Phone
  • Financial Advisor at Jentner Wealth Management
    M. W.
    Financial Advisor
    Mobile Phone

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