You’ve worked hard to achieve your success. Now, let us help you put that success to work for you.

J.B. Poss & Associates is committed to helping clients pursue their personal, business, and financial goals and objectives. Our process is simple and straightforward: we begin by assessing and analyzing your current situation and listening closely to your future goals, desires and objectives. Then, drawing upon our experience and the resources available to us - attorneys, accountants, pension specialists and financial planners - we recommend products and services to help you pursue those goals, desires, and objectives.

We have longstanding relationships with some of the finest life insurance and pension companies in the industry.  As a Registered Representative of Equity Services, Inc., a Registered Broker/Dealer, Butch can provide access to many financial management firms, mutual funds and investment advisors.

At J.B. Poss & Associates we’re committed to providing innovative solutions to the important, but often neglected, financial issues facing independent business owners, professionals, and high net worth individuals. Let us put our resources to work for you.

J.B. Poss & Associates can provide you with specialized services in a rapidly changing environment.