We believe that personal finance should be empowering—not intimidating.

Founded by insiders with years of experience at some of the largest financial institutions in the U.S., Jade Plant Capital grew out of a shared frustration: too many people, especially in the next generation, feel locked out of financial knowledge. The world of money has been gatekept by jargon, suits, and a culture that makes finance feel exclusive.

We’re here to change that.

At Jade Plant Capital, our mission is simple: bring clarity, transparency, and accessibility back into financial planning. We believe everyone deserves the tools to make confident decisions about their money—without fear, without shame, and without waiting for permission from a bank.

Whether you’re just starting out or building towards long-term goals, we’re here to guide you—with honesty, creativity, and a human touch.