keeping Investing boring
We focus on disciplined, long-term strategies that prioritize sustainable wealth growth over chasing quick wins.
We focus on disciplined, long-term strategies that prioritize sustainable wealth growth over chasing quick wins.
Kurt Jacobsma is the CEO, CCO, and sole owner of Jacobsma Financial. He received his Bachelor of Science from Miami University in 2017, with a major in Finance, and a minor in Business Data Analytics. Kurt worked as a Risk Consultant for Deloitte & Touche, LLP., from July 2017 to February 2020 with an industry focus in financial services. After his time at Deloitte, Kurt Jacobsma worked as a Senior Associate at RSM US, LLP., from February 2020 to September 2023, specializing in financial services, industrial manufacturing, and governmental sectors.
Whether you’re just getting started or looking to fine-tune your investment strategy, we’re here to help. We offer a straightforward, no-pressure conversation to discuss your needs and goals. All initial consultations are completely free—no strings attached. Even if you’re not quite ready to work with an investment advisor, it’s still helpful to understand what steps can get you there. Feel free to reach out and schedule a time that works best for you!
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