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Jake Courtney, CFP®, CSLP®

Helping millennial families take control of their financial lives.

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MillennialFP Jake Courtney, CFP®, CSLP®
Centerville, Ohio

Serving Clients Nationwide

Helping millennial families take control of their financial lives.

(937) 907-0018

Website

Areas of Focus

  • Buying a House
  • Education Funding
  • Having a Baby
  • Investment Management
  • Student Loan Advising

About Me

Hi, I’m Jake Courtney. I’m a financial planner based out of Ohio and the founder of MillennialFP.

Just like you, I grew up in the age of AOL instant Messager, Myspace, reality TV, and the iPod. I also went to college when student loans were handed out like candy.

After studying finance and accounting at Ohio University, I joined a financial services consulting firm where I learned everything I could about the financial advice industry. I learned that the average financial advisor is in their mid-50s and the average client of a financial advisor is in their mid-60s. But what about those families that haven’t had the time to build assets outside of their home equity or the 401(k)? Don’t they have money questions too?

I was on a mission to serve my generation and joined a franchise of a large, well-known financial services firm as a financial advisor in 2020. Through trial and error, I quickly found out that I was unable to be the financial advisor that I wanted to be in the traditional model designed for retirees.

I decided that I would start a business that was specifically designed to educate and empower my generation by offering high-quality, conflict-free advice using the best tools and technology. I truly believe that we have the ability to drastically improve our lives if we change the conversation about money and align our financial decisions with what’s important to us. It’s even more true when we have the majority of our lives left to enjoy it.

I launched MillennialFP in 2023 with the goal of helping as many millennial families as I can to understand, take control of, and put meaning behind their money decisions.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Certified Student Loan Professional (CSLP)

Affiliations

  • CFP Board
  • Fee Only Network
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

Dayton, OH 45459

Video

Meeting Options

  • Video Conference
Book Intro Call

Compensation Methods

  • Fee Only
  • Flat Fee
  • Subscription

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free discovery session. This is an informal meeting where we get to know each other. We talk about your unique situation, dive deeper into how we work with clients, and answer any questions you might have. By the end, we'll have a good idea of whether or not we're a good fit! I look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

Financial Planning Designed for Our Generation.

As a young couple, your financial life is all about balance. You’re balancing the duties of being parents, growing in your career, maintaining relationships, and enjoying the present while still trying to save and invest enough for the future. With all of the competing priorities in your life, it’s getting complicated.

At MillennialFP, we’re experts in striking the right balance. We take the time to understand what you want out of life both now and in the future and guide you through your financial decisions to support that vision.

We help take the confusion out of…

✅ Buying or renovating a home

✅ Career transitions (side hustles too!)

✅ Student loan planning

✅ Employer benefits

✅ College education funding

✅ Major purchases

✅ Minimizing lifetime taxes

✅ Estate planning with young children

✅ And so much more!

Finally, our generation has access to affordable, conflict-free financial advice. Whether you want to verify that your family’s finances are on the right track or you’d like to delegate all facets of your financial life to an expert, there’s a subscription for you, starting at just $100/month.

Stop the stress, anxiety, and confusion. Let’s take control and use your money as a tool to support the future you’ve always wanted.

Education

Ohio University, Bachelor's Degree, Accounting and Finance

Hobbies and Interests

  • Board Games
  • Family
  • Golf
  • Snowboarding
  • Traveling
  • Working Out

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Who We Serve

  • Couples
  • Dual Income Family
  • Gen Y / Millennials
  • Newly Engaged / Newlywed
  • Parents
  • Young Families

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for providing access to the benefits described here (including being featured on this profile page), subject to these terms. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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