Jeffrey A. Drayton Financial Planning & Wealth Management, LLC

About

Passionately dedicated to our clients' best interest.

About our firm.

Jeffrey A. Drayton Financial Planning & Wealth Management, LLC was founded with a singular purpose: to provide financial planning and investment advice that is passionately dedicated to our clients’ best interest. With this end in mind, our firm was established as a Fee-Only financially planning firm. This means that we do not earn commissions and we do not sell products. The only revenue we receive is that which is paid directly to us by our clients in the form of payment for services rendered. Therefore, it is only to our clients that we are beholden, it is they who we serve. We believe that Fee-Only is simply the best model for receiving unbiased, untainted advice in creating your financial plan; and, for this reason, the confusing and opaque world of commissions and sales loads does not exist in our practice.

In service to our singular purpose, we believe in educating our clients. We want them to understand the investments they make, and the costs associated with making them. We do not take custody of client assets and we therefore have no hidden agendas. Our clients are at complete liberty to act upon our recommendations and, should they choose to do so, are able to affect their transactions with anyone of their choosing.    

We believe that for too many people, the experience they have had with the financial services industry has left them wondering: was that really in my best interest, or was I just sold something? If that is a sentiment that resonates with you, we encourage you to give us a try. An initial consultation will cost you nothing but your time. Come see what it is like to work with a financial planning firm whose only concern is you.

 

Get in touch

We  know that finding the right financial planner is a choice not to be taken lightly. That’s why we offer free consultations to hear about you and your goals. Let's set aside some time to learn about you.

Book an appointment ▸

 
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Founder

Jeffrey A. Drayton, CFP®

From working at a Fortune 500 financial services company to opening his own Fee-Only, Registered Investment Advisory firm, Jeffrey A. Drayton, CFP® is dedicated to serving the clients of his practice. Mr. Drayton is active in both the National Association of Personal Financial Advisors and the Minnesota chapter of the Financial Planning Association. He holds the CERTIFIED FINANCIAL PLANNER™ certification and works to both uphold, and abide by, CFP Board’s Standards of Professional Conduct, the highest standards in the financial services industry.

In addition to his to his role as Founder of Jeffrey A. Drayton Financial Planning & Wealth Management, LLC, Mr. Drayton enjoys running marathons (so far he has run eight on two continents) and he is a prize-winning composer of contemporary classical music. (He has cowboy boots to prove it.)

 

Activities & Affiliations

• CERTIFIED FINANCIAL PLANNER™ Practioner
• National Association of Personal Financial Advisors, Member-at-Large
• Financial Planning Association-Minnesota Chapter, Symposium Committee Vice Director

 

 
 

Wealth is the ability to fully experience life.
— Henry David Thoreau