Bruce A. Jentner, CFP®
Bruce Jentner, founder of Jentner Wealth Management, is a leader in wealth management thanks to his proven financial strategies and the growth of Jentner Wealth Management over the last 30 years. Bruce was named one of the country’s top 250 financial planners by Worth magazine, and Jentner Wealth Management is often featured in leading financial media, including Financial Advisor, InvestmentNews and AdvisorOne, as one of the top wealth management firms and RIAs in the nation.
Bruce’s success has made him a frequent speaker for organizations such as the Financial Planning Association, Financial Management Association, Ohio Society of CPAs, American Business Women’s Association, Greater Akron Chamber of Commerce, and Akron Tax and Estate Planning Council. Bruce shares financial insight on Mondays at 8:25 a.m. on 640 WHLO during Wall Street Journal This Morning.
Bruce currently serves on the Board of Directors of the Greater Akron Chamber of Commerce, is on the Executive Advisory Board for the Mercy Economic Development International Corporation and is a member of the Akron Tax and Estate Planning Council. He is an alumnus of Leadership Akron, past president of the Northeast Ohio Chapter of the Financial Planning Association, a former member of the Chamber’s Small Business Council and a former member of the Ohio Governor’s Small Business Advisory Council.
Bruce Jentner founded Jentner Wealth Management in Akron, Ohio in 1984 because he saw a need for effective wealth management targeted toward clients’ most significant financial goals. The firm was started with a fee-for-service model that allowed it to provide financial advice to clients without having to purchase investment or insurance products. Jentner built its reputation by earning the trust of clients through unwavering integrity, disciplined investment management and exceptional customer service.
In 1998, Jentner Wealth Management became a fee-only firm. This transition meant that no financial products were sold, and all advice was provided on a fiduciary basis 100% of the time for 100% of clients. At the same time, Jentner’s investment philosophy changed from the conventional active-management approach to employing globally-diversified, passively-engineered, low-cost investments. The Jentner team made this change because historical data exposed that choosing an active manager with a successful track record was often disappointing since it is nearly impossible to continually post superior returns through stock and bond picking.
Since that time, Jentner Wealth Management has grown to a firm of CERTIFIED FINANCIAL PLANNER™ professionals who serve clients and endowments throughout the nation with investments totaling nearly $300 million. Jentner Wealth Management provides both financial planning and investment management to individuals, families and trusts. Jentner Global Management is a specialized division that provides institutions with investment portfolio management services, including portfolios customized specifically for endowments and foundations.
Bruce became a CERTIFIED FINANCIAL PLANNER™ professional in 1985 and was a magna cum laude graduate of Kent State University with a Bachelor of Science in Education in 1977.