Kaytie Clark - Edward Jones

Snowball Wealth Management, formed from the merger of two independent fee-only advisory firms, is dedicated to providing comprehensive financial services including investment management and financial planning. Committed to a fiduciary standard, the firm aims to empower clients by integrating their financial resources with personal life goals, all without minimum net worth or portfolio requirements. With a focus on transparency, Snowball Wealth Management features a competitive and regressive fee structure, ensuring that as clients' wealth grows, their percentage fees decrease. The firm collaborates with financial and legal professionals to deliver a 360-degree understanding of clients' financial lives, emphasizing education and personalized advice. Generated from the website

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.