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Our Community

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.

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 to others in our field. This mission has always extended not just to our many clients, but to our community as well. 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 just about having enough financial assets; it’s about knowing how to protect your earnings and your assets as well as prioritizing and protecting your health. And for that reason, Jolles Financial was built around balancing these three principals: strategic planning, the appropriate protection and the promotion of wellness.

We founded the non-profit We Promote Health, Inc. in January 1999. The mission of WPH is to bring together the entire community, challenging every organization, public and private, and every citizen, to make a commitment to healthy living. Through WPH, the Jolles team created and coordinates 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 focused organizations and professionals throughout Howard County. Read More

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