JMG Financial Group is an award-winning wealth management firm that serves clients in over 35 states. Since its founding in , the firm has grown, based on lifelong client relationships and the continuity that comes from having advisors who spend the better part of their careers at JMG. In its third generation of ownership, the firm moved its headquarters to a new, modern space. The future looked bright with continued growth and acquisitions, but the principals realized JMG had three fundamental branding problems. First, the company name was based on an abbreviation of previous owners.
JMG is an employee-owned wealth management firm. Its fee-only approach allows them to make objective and independent decisions based on each client's financial objectives. JMG develops and implements holistic wealth management strategies that reflect clients' current finances, as well as their long-term lifestyle, legacy and philanthropic goals. Sign up for free newsletters and get more CNBC delivered to your inbox.