About Us

With a heritage dating back to 1993, Jackson Square Financial was built on a foundation of integrity and concierge client service. We deliver a broad range of innovative solutions designed to serve the needs of individual households and the small to mid-sized closely held business owner. Our firm offers wealth management, customized group benefits, retirement plans, insurance services.

Our success has been built by a team of associates who have worked together for many years. Each member of the firm has a deep knowledge of their specialty area and has received many industry designations and credentials.

“Our mission is to be an essential partner to our clients by bringing our expertise and a vast array of resources to the table as we help clients define and pursue financial success.”

-Graham Green, Principal