Jacobson & Schmitt Advisors is a fee-only wealth management firm based in Middleton, WI. They offer services such as financial planning, portfolio management, pension consulting, and retirement planning. Their target audience includes individuals, high net worth individuals, pension plans, and businesses. The firm's unique selling proposition is its focus on conscious investing, emphasizing companies that practice "Conscious Capitalism," and providing purpose-driven financial guidance to align clients' investments with their personal values and goals[1][3][4]. They prioritize transparency and fiduciary responsibility, ensuring client interests are always prioritized[3].