Apella Wealth

Access to a wealth of knowledge and solutions.

At Jacobi Wealth Advisors, Our Passion is Your Financial Wellness. Simply Put, We Believe Money Should Not Cause You Stress. With Over 200 Years of Collective Experience, We Help Business Owners, Individuals, and Families Think Through Their Financial Goals and Develop an Action Plan to Address the Inevitable Challenges and Opportunities That Will Arise as Their Lives Unfold.

Founded in 1987, Brinker Capital is one of the leading independent investment management firms that provides financial products and services. It offers managed account investment programs to individual and institutional investors through financial advisors. The company serves various high net worth individuals, employers, institutions, endowments and foundations. It also provides asset management, wealth creation, investment analysis, tax harvesting and proposal assistance services. Brinker Capital features the Unified Managed Account, which includes personalized investment strategies and consolidated client reporting. It additionally offers automated loan and distribution processing, valuation record keeping and brokerage assistance services. The company is a subsidiary of Mutual Benefit.