We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.

JDR Financial is an organization created to benefit the individual and small business investor. J. Don Ross and his team of advisers provide a dedicated service concentrating on helping customers reach their financial goals. As independent professional advisers, we offer personalized financial strategies, not generic investment programs. Your individual portfolio will be based on your unique situation, attitudes, preferences and goals. It will be designed to account for change, both in the market and in your circumstances, so that it can work with you and for you at every stage of your life.

Our approach to investing is straightforward: We focus on becoming your partner in building the future you desire. As we work together, we will thoroughly explain the investment strategies we recommend, so that you'll be fully comfortable with all areas of your investment program. We are committed to your financial independence by providing expertise, sound risk management, quality investment products, and personal, efficient service.

Start letting your money work for you.

J. Don Ross

What you should expect from the advisers at JDR Financial Services:

  • Personal and courteous service
  • A trustworthy and competent professional
  • Sound recommendations
  • Timely transactions at the best available prices
  • Full disclosure of costs and risks
  • Clear communications
  • Comprehensive statements and trade confirmations
  • Prompt error and complaint resolution
  • Strict confidentiality