Live The Life You Desire.

We can help you get there. Begin your journey today.

We’re wealth advisors who leverage today’s tools and research to provide you proven financial strategies to help you live the life you want.

We’re not here to sell you a product, and we’re not here to pitch you the latest trend. JBC Wealth Advisors was created to help you keep more of what you’ve earned.
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Transparency

Fee-Only — No commissions or hidden costs

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Technology

We use cutting-edge technology to make your life easier & safer

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Flexibility

In-person or virtual meetings for the busy professional on the go

"Start by doing what's necessary, then do what's possible; and suddenly you are doing the impossible."

Francis of Assisi
JBC Wealth Advisors, a fee-only wealth planner, can show you the path to financial freedom.

Our Services

Financial Review

Best for understanding your current personal financial situation.

Personalized Financial Strategy

Best for high-level analysis of a specific planning priority.

Comprehensive Financial Planning

Best for high-level analysis of multiple planning priorities.

Explore Services

1.82%

increase of annual arithmetic return to clients through smart financial decisions

Source: Morningstar

2%

decline in financial literacy each year after age 60 while self-confidence in financial abilities remains undiminished (or even increases) as we age.

Source: Old Age and the Decline in Financial Literacy

2%

improvement to investment returns when investors use tax-aware portfolios compared to portfolios that ignore taxes

Source: Journal of Portfolio Management - Apelfeld, Fowler, and Gordon, Tax Aware Equity Investing

Nathan Byers is a fee-for-service financial planner who founded JBC Wealth Advisors in Madison, WI.

About Us

I’m Nathan “Nate” Byers and together we can design a life and financial strategy that works for you. Contact me today, and let’s work together match proven financial strategies with your financial priorities to get you where you want to go.

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Our Story

Our Customers

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Business Owners

As an entrepreneur, your pride and joy is seeing your business thrive. As a CPA/PFS who routinely works with small business owners, we understand the fears, concerns, and needs surrounding entrepreneurship.

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Professionals

We work with motivated professionals who want to take control of their life. Whether you need help with one of life’s many transitions or you’re stuck in a position that’s not meeting your needs, we’re here to help.

Customer Tools

All About You Meetings

Let's get together. You tell us what you need, and we'll listen.
Let's meet and begin to plan your financial future with an All About You Meeting.
  • You tell us your story of where you are now, where you want to go, what you fear, and your greatest desires.
  • You have an opportunity to ask any questions and learn more about JBC Wealth Advisors.
  • We both leave with a better understanding of what financial strategies will help you reach your financial goals.
Set Up A Meeting

"Believe you can, and you're halfway there."

Theodore Roosevelt

Get Started

Call us at 608.274.2002, or click here to set up a free All About You meeting.