What JMR Financial Group does

JMR Financial Group, Inc. is a privately held financial services firm headquartered at 1225 Tower Avenue, Suite 305, Superior, Wisconsin, operating under an integrated services model that combines investment advisory, accounting, tax, payroll, and employee benefits administration under one roof. The firm was formed in February 2016 through the merger of Jablonski-Madill, Inc. (a 34-year-old financial planning firm) and Rosenbaum Business Consulting, and is led by partners Nathan Madill (CFP) and Robin Rosenbaum. It primarily serves individuals/families and small-to-mid-sized businesses in the Twin Ports region (Superior, WI and Duluth, MN) while extending services to clients across the United States via digital intake and remote delivery.

The product set is organized into two client tracks. For individuals, JMR offers investment management, age-tiered retirement planning (ages 15-30, 31-55, 55+), annual financial review, legacy/estate planning, and income tax planning and preparation. For businesses, it provides outsourced accounting, payroll and sales tax compliance, employee benefit plan administration, certified QuickBooks support, and business tax preparation. Operations are supported by certified partnerships with QuickBooks (ProAdvisor), Bill.com (AP/AR automation), Gusto (payroll), CorpNet (business formation), and Colonial (investment products), and the firm runs on the Entrepreneur Operating System (EOS) methodology internally. Client servicing is delivered through dedicated portals for investments, Bill.com, QuickBooks Online, and Gusto.

Revenue is generated through a mix of recurring advisory/consulting fees for financial planning and investment management, and professional-services billing for tax preparation, outsourced accounting, payroll, and benefits administration. Go-to-market is consultative and sales-led: free consultations, website intake forms segmented for individuals and businesses, referral networks, community engagement, and content marketing across a blog, video library, and social channels. Pricing is not publicly disclosed; engagements are quote-based and vary by client complexity and scope.

Name

JMR Financial Group

Legal name

JMR Financial Group, Inc.

Website

https://jmrfg.com

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

1–10 employees

Short description

JMR Financial Group is a privately held Superior, WI-based financial services firm serving individuals and small-to-mid-sized businesses in the Twin Ports region and across the United States with integrated investment advisory, accounting, tax, payroll, and employee benefits services.

Ownership category

akta.pro rank

Product category

Financial Advisory and Accounting Services

NAICS

Portfolio Management and Investment Advice (523940), Insurance and Employee Benefit Funds (5251)

SIC

Finance Services (6199), Services-Management Services (8741)

akta.pro primary industry

Discretionary Portfolio Management (DPM) (FSAAABAC)

akta.pro secondary industry

Tax Operations Support (Indirect Tax, Withholding, Compliance Admin) (BPAAAGAI)

Keywords

• Financial planning services
• Investment management
• Outsourced accounting
• Tax preparation services
• Retirement planning

Headquarters

HQ city

Saint Cloud

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Financial Planning & Advisory Services: Revenue generated from comprehensive financial planning, investment management, retirement planning, and legacy planning services for individuals. Billed as recurring advisory/consulting fees.
2. Income Tax Planning & Preparation: Fees for tax planning, preparation, and compliance services for individuals and businesses, including multi-state tax filing.
3. Outsourced Accounting & Payroll Services: Fees for outsourced accounting, payroll and sales tax compliance, and QuickBooks support for business clients. Typically billed on a recurring or per-engagement basis.
4. Employee Benefits Administration: Revenue from administering employee benefit plans for business clients.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

JMR Financial Group is a financial services firm that delivers an integrated service model combining investment management, accounting, tax preparation, payroll, and employee benefits administration under one firm. It serves two distinct client bases: individuals and families (investment management, retirement planning, legacy planning, income tax planning) and small-to-mid-sized businesses (outsourced accounting, payroll and sales tax compliance, employee benefit plan administration, certified QuickBooks support).

Product overview

JMR Financial Group offers a combined financial services model that integrates investment management, accounting, tax planning, and payroll services for both individual and business clients. The core offering is a unified financial services approach combining investment professionals' expertise with accounting and tax professionals' insight. Services include: for individuals - Investment Management, Retirement Planning (targeted to ages 15-30, 31-55, and 55+), Annual Financial Review, Legacy Planning, and Income Tax Planning/Preparation; for businesses - Outsourced Accounting Services, Employee Benefit Plan Administration, Payroll and Sales Tax Compliance, QuickBooks Support (with Certified QuickBooks ProAdvisors), and Income Tax Planning. The company operates from a single office in Superior, WI serving clients across the Twin Ports region and throughout the United States.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Management Professional investment advisory services managed by Investment Advisors and Certified Financial Planners to help individual clients pursue financial freedom and grow net worth.
• Retirement Planning Age-targeted retirement planning services for individuals across three life stages (ages 15-30, 31-55, and 55+), including Retirement Plans administration.
• Legacy Planning Estate and legacy planning services to help individual clients preserve and transfer wealth to future generations.
• Income Tax Planning and Preparation Tax planning and preparation services for individuals and businesses, including multi-state tax filing, designed to optimize tax positions and ensure compliance.
• Outsourced Accounting Services Full-service outsourced accounting function providing comprehensive financial record-keeping and reporting for small and mid-sized business clients.
• Employee Benefit Plan Administration Administration of employee benefit plans for business clients, supporting employer-sponsored benefit programs.
• Payroll and Sales Tax Compliance Payroll processing and sales tax compliance services to help businesses meet regulatory requirements, delivered via Gusto payroll platform.
• Certified QuickBooks Support Certified QuickBooks ProAdvisor support providing expert QuickBooks Online assistance for business clients as part of outsourced accounting services.

Named customers1 record

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Partnerships

Four partnerships are on record, tiered core and flagship.

• QuickBooks (Intuit)coreTechnology or IntegrationJMR Financial Group is a certified QuickBooks ProAdvisor and offers certified QuickBooks support to clients. They use QuickBooks Online (QBO) and provide QuickBooks support as part of their outsourced accounting and business services. The firm displays QuickBooks logos (QB Desktop, QB Point of Sale, QBO Advanced, QB Time) on their 'Brands We Trust' page.
• Bill.comcoreTechnology or IntegrationJMR Financial Group is a Bill.com certified user and certified partner, providing accounts payable/receivable automation for business clients. The firm links to the Bill.com client portal from its Client Area page.
• GustocoreTechnology or IntegrationJMR Financial Group is listed as a Gusto payroll partner, offering Gusto-based payroll services to business clients. The firm links to the Gusto payroll portal from its Client Area page.
• ZMC & AssociatesflagshipStrategic or Co-development PartnerJMR Financial Group announced an impactful partnership with ZMC & Associates in August 2023, described as strengthening the firm’s focus. ZMC & Associates is listed as an author/contributor on the JMR website (news section).

Scale indicators2 records

Recent moves7 records

Expansion highlights4 records

Direct peers

• Buckingham Strategic Wealth: Wealth management firm that bundles investment advisory with tax planning and family-office services for individuals and families. Closely matches JMR's integrated personal-financial-services positioning.
• Plante Moran: Top-tier accounting and advisory firm providing outsourced accounting, tax, and wealth advisory services to middle-market businesses and individuals. Closely parallels JMR's business-side accounting and benefits work.
• CliftonLarsonAllen (CLA): Professional services firm delivering outsourced accounting, tax, and wealth advisory to SMBs and their owners. Direct peer in the SMB outsourced-finance and advisory category.
• Moneta Group: Integrated wealth management, tax, and retirement planning firm serving individuals and business owners. Highly comparable to JMR's combined advisory + tax + benefits model, though materially larger and multi-office.
• Carson Wealth (Carson Group): RIA partnership platform delivering wealth management alongside tax, business advisory, and benefits support to partner firms and their clients. Operates an integrated model structurally similar to JMR's, but at much greater scale.

Regional players

• Wipfli: Midwestern accounting and advisory firm with strong regional roots delivering outsourced accounting, tax, and wealth advisory to privately held businesses and individuals. Highly comparable in geography and SMB focus.

Broad incumbents

• Hightower Advisors: National RIA built on a partner-firm model offering integrated wealth management with adjacent business services. Comparable positioning to JMR's integrated advisory + business-services concept, but at enterprise scale.
• Creative Planning: Large national RIA offering wealth management, tax, and estate planning as an integrated offering to individuals and business owners. Comparable service mix; vastly larger scale and geographic reach.
• Mariner Wealth Advisors: Large national wealth manager bundling investment advisory, tax, estate, and retirement plan services for individuals and business owners. Comparable integrated offering; significantly larger scale.
• Cetera Financial Group: Wealth management network supporting independent advisors with investment, retirement plan, and tax-adjacent capabilities. Relevant peer for JMR's retirement-plan and benefits-administration business.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/channel/UCEH_OJckJH85FL86B48QMjQ
• Facebookfacebook.com/Jmrfg
• LinkedInlinkedin.com/company/jmrfg
• Instagraminstagram.com/jmrfinance/?hl=en

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about JMR Financial Group