What are we passionate about? Jolles Financial set out more than three decades ago with a simply stated mission, to set the highest standard of service. We lead with purpose. Our passion for helping our clients arrive in retirement in good health extends to our work in the local school system, helping businesses promote financial fitness and worksite wellness, and helping our community to make wellness a priority.
Brian learned early in his career that being truly successful throughout life and in retirement isn’t only about having enough financial assets; it’s about protecting your earnings, your assets as well as prioritizing your health. Jolles Financial was built around balancing three principals: strategic planning, the appropriate protection and the promotion of wellness.
We founded the non-profit We Promote Health, Inc. (WPH) in January 2007 with the mission to bring together the entire community, challenging every organization, public and private, and every citizen, to make a commitment to healthy living. Together with its community partners, WPH and the Jolles team created and continues to coordinate the annual Howard County Family Wellness Day. This event attracts over 3,000 individuals annually and provides a platform for local government agencies, non-profits, wellness organizations and professionals throughout Howard County. Read More