About Us

About Us

Professional Advice from An Independent Firm

Your financial goals are the focus of our firm. We have maintained our independence so that we can offer our clients a comprehensive array of strategies and financial products that help work toward their goals and objectives.


Our Primary Purpose

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We look forward to speaking with you.

Multi-Disciplinary Planning Approach

At Jensen, Marks, Langer & Vance LLC, we know proper financial services requires a comprehensive set of disciplines. That’s why we’ve combined the knowledge and experience of accountants, attorneys, bankers, CERTIFIED FINANCIAL PLANNER™ practitioners, Chartered Financial Consultants, and Chartered Life Underwriters.

Client Centered

As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards. 

We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office. 

Have a Question

Name
Email
Phone
Question
Thank you!
Oops!