Wealth Management
for Family Businesses
Our client experience, financial planning knowledge and proactive mindset enables our clients to have peace of mind, feel empowered and have increased confidence throughout their lives.
Wealth Management
for Family Businesses
Our client experience, financial planning knowledge and proactive mindset enables our clients to have peace of mind, feel empowered and have increased confidence throughout their lives.
Founded in 2014, Racine Financial was created to provide comprehensive financial planning and unbiased investment management for families in business who are seeking greater clarity on which path to take.
As the owner of a family business I understand the challenges and opportunities that arise when families are in business together. When I launched Racine Financial, we shifted to primarily working with family businesses. Whether it be couples, siblings or children working with their parents, it has proven to be very rewarding.
It would be our pleasure to work with you to build a plan for your future.
Independent and unbiased investment solutions for clients with more than $500,000 investable assets.
Comprehensive financial planning for business owners.
Have peace of mind knowing your money stays with established institutions you can trust.
National Bank Independent Network
Many clients receive conflicting advice. This curated guide demonstrates how having a wealth building
philosophy can increase your odds of success.
CFP
John is the lead Investment Advisor and Financial Planner at Racine Financial. With over a decade of experience in the financial services industry, John is always trying to help clients make wise decisions about money.
CEBS
Jeff is a Financial Advisor at Racine Financial. Jeff focuses on insurance and group benefits for our business owner clients. Jeff is always working to ensure families have the right coverage in place.
PhD
Jemma is an Investment Advisor and Associate Planner at Racine Financial. Money or investing can make people feel uncomfortable and Jemma strives to empower her clients to build a stronger relationship with their money.
Racine Financial
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