Family is the reason you work hard to achieve important financial and lifestyle goals.

Nurturing and protecting your wealth is paramount to not only pursuing the goals you have established for yourself and your family during your lifetime, but for generations to come. That’s why helping you to define and preserve your legacy is the cornerstone of our independent financial and investment planning process.

Where You Are

We create financial strategies tailored to your goals.

Where You Want To Be

Years of experience have prepared us to guide you through your life transitions.

How You Get There

We believe values matter, and we live by ours every day.

Our Brochure

CFP® Certification: The Standard of Excellence

Rusty Bynum and W. Stephen Jones are among a select group of planners who have met the rigorous education, examination, experience and ethics requirements set forth by the Certified Financial Planner Board of Standards, necessary to call themselves a CERTIFIED FINANCIAL PLANNER™ professional.

We are dedicated to helping you define your dreams and see the endless possibilities.

Our goal is to provide you and your family with a financial planning and wealth management experience that is meaningful, rewarding and enjoyable. It’s the reason so many of the longstanding client relationships we enjoy have resulted in multiple generations of our clients’ families becoming cherished members of the Foothills Wealth Management family.

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