Jessica Champion, RICP®
Retirement Planning for Couples with a Pension and $1M+ Saved | Fee-Only
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Serving Clients Nationwide
Retirement Planning for Couples with a Pension and $1M+ Saved | Fee-Only
Areas of Focus
- Employee Benefits
- Financial Planning
- Investment Management
- Retirement Income Planning
- Social Security Optimization
- Tax-Efficient Planning
About Jessica Champion, RICP®
Hi, I'm Jess Champion. I'm the Founder of Jessica Champion Investments, a fee-only fiduciary financial advisor specializing in tax and retirement planning for individuals and families.I founded Jessica Champion Investments in 2025 because I saw a major gap in the financial industry. Most clients felt they were being underserved by their advisor or overcharged. I wanted to build something different for people like you and me. I wanted a firm where clients had enough time to ask all the questions they wanted to and to have access to world class solutions at a fair price.
Whether you built your savings through years of hard work or inherited it from loved ones whose legacy you want to honor, you deserve a partner who shares your values. You want to be responsible with your money, but you don't want to be judged for buying a daily coffee or taking a vacation. You want to be smart with your money and need help navigating the seemingly endless and overwhelming choices and nuance.
How We Work Together
Comprehensive planning: Every piece of your financial life is connected—your 403(b), 457, pension, taxes, and investments.
Fiduciary commitment: As a fee-only fiduciary, I am legally and ethically bound to act in your best interest. No product pitches, no commissions, and no corporate sales quotas.
True independence: Delivering this level of care takes time and transparent costs. Going independent allowed me to ditch the corporate structure so I can focus entirely on providing clear, honest, and compassionate guidance and no commission financial advice.
If you think we might be a good fit please reach out for a confidential and free conversation. I look forward to meeting you soon.
Professional Designations
- Retirement Income Certified Professional (RICP)
Affiliations
- XY Planning Network
Primary Location
11 Pottery Road, Chittenango, NY 13037
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory conversation. In this 30-minute consultation, we’ll review your current retirement picture and identify opportunities to reduce taxes, optimize income, and strengthen your long-term plan. I look forward to speaking with you.Offers Investment Management
Yes
About Jessica Champion Investments
Jessica Champion Investments is a fee-only fiduciary financial planning firm serving a limited number of households, primarily couples with a pension and $1 million saved seeking retirement planning guidance.Our Services
We offer comprehensive planning that connects every piece of a client's financial life—403(b), 457, pension, taxes, and investments. We help identify opportunities to reduce unnecessary tax burdens and improve long-term outcomes, and we provide the framework and guidance to help clients move through the retirement transition with more confidence.
Why Work With Us
As a fee-only fiduciary, we are legally and ethically bound to act in our clients' best interest—no product pitches, no commissions, and no corporate sales quotas. Being independent allows us to step away from the corporate structure so we can focus entirely on providing clear, honest, and compassionate guidance.
Simple, Transparent Pricing
Our partnership is built on straightforward, transparent pricing: a flat annual fee of 1.3% on the assets I manage for you, billed monthly, with no upfront charges, hourly billing, lockup periods, or cancellation fees. In exchange, you receive full investment management along with continuous guidance on all your key financial and planning decisions. You also have open, ongoing access to reach out whenever questions arise, ensuring your portfolio and long-term plans stay seamlessly aligned as your life evolves.
Investment advisory services are offered through Champion Method LLC, doing business as Jessica Champion Investments, a Registered Investment Adviser in the State of New York.
Education
Le Moyne College, Masters degree, Masters of Science in Teaching; Bachelor of Arts (B.A.), English, concentration communications minor in psychology
Hobbies and Interests
- Family
SEC Lookup
View DisclosureWho We Serve
- Corporate Executives
- Couples
- Gen X
- Mid-Career Professionals
- Pre-Retirees
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FAQs
FAQ Disclosures
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