Financial Services - Waco, Texas, United States
Charles D. Jones Capital Management, Inc. was founded in 1989 by Charles D. Jones, an attorney and CERTIFIED FINANCIAL PLANNER™ Practitioner (CFP®) to provide fee-only personalized financial planning and investment management for individuals, trusts, foundations, and retirement plans. Our mission is to build lasting relationships with our clients, improving their lives measurably by helping them become good stewards of their financial resources. Along the way, our goal is to provide peace of mind to our clients through trust, thoroughness, and transparency. From the outset, we have prided ourselves on our commitment to serving our clients' best interests. This is reflected not only in the strength of our lasting client relationships, but also in our being a fee-only firm and our membership in NAPFA, the National Association of Personal Financial Advisors. As fee-only planners, we receive no commissions from any investment, insurance, or other financial product we recommend. As a result, you can be assured that we are always acting in your best interests based on your personal financial goals.