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 and retirement plans, with strategic partnerships with firms who deliver customized group benefits and 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