We offer compassionate, rational advice.
Founded in 2014, January Capital Advisors is a team-based practice committed to the fiduciary standard. Working with individuals, families, and small organizations, we design and implement transformative financial strategies. With over 60 years of combined investment experience, we take our role seriously, fostering lifelong relationships with our clients and their communities.
To underscore our purpose, we embrace the name January, originating from Janus — the ancient god of passageways — known for having the ability to look simultaneously toward the past and the future. Our mark of the robin symbolizes renewal, prosperity, and wisdom. These two ideas reflect our desire to help you build a pathway between where you have been and the life you aspire to live.
Our values
-
Be cool. Be grateful. Have fun.
We maintain a down-to-earth vibe. We are approachable people who love managing money and cherish our client relationships, taking their trust very seriously. We try to bring some lightness into the daunting realm of financial planning.
-
Embrace the fiduciary standard.
The fiduciary standard of care requires that we act solely in our client’s best interest when offering advice. As an RIA, we have legally structured our business to be held to this standard. Our client’s best interest is at the heart of everything we do.
-
Advise with compassion.
Offering advice from a place of empathy has the greatest impact. Prior to making recommendations, we take the time to thoroughly understand our clients and their unique circumstances.
-
Create meaningful impact.
Our mission is to positively impact our clients’ lives. In so doing, the ripple effect of our counsel grows exponentially throughout the communities we and our clients reach.
-
Be clear and transparent.
Clarity is kindness. Transparency builds trust. In everything we do, we communicate the unvarnished truth succinctly and directly in jargon-free language that our clients appreciate.
-
Maintain independence.
Reducing and communicating conflicts of interest is paramount. Our clients can expect independent, compassionate advice without proprietary products, hidden agendas, or buried fees.
