Comprehensive. Confident. Purpose-Driven Wealth Management.
We help clients align their financial goals with their values through disciplined, faith-conscious strategies.About Us
Clear Direction for Today and Confidence for the Future
At Talarico and Associates, we believe managing wealth is about more than numbers, it’s about purpose. Since 2007, Jeff Talarico, Certified Kingdom Advisor® and Chartered Retirement Planning Counselor℠, has helped families connect their financial decisions with their values and long-term vision.
As a financial advisor licensed with FINRA and registered with the SEC, Jeff serves clients both as a broker and as a fiduciary, providing guidance that covers investments, insurance, and retirement needs under one comprehensive plan.
With a focus on integrity, personalized service, and responsible stewardship, Jeff helps clients simplify their financial lives, pursue meaningful goals, and build legacies rooted in wisdom and purpose.
[Bio]
Our Philosophy
Aligning Values and Vision
Your financial life should reflect what matters most to you. At Talarico and Associates, we believe that wise financial management begins with understanding your goals and values. Through a disciplined and intentional approach, we help clients make confident decisions that balance financial growth with personal conviction.
Our process incorporates Biblically Responsible Investing (BRI) principles — aligning portfolios with faith-based values while maintaining a focus on diversification, performance, and long-term stability. The result is a financial plan that not only pursues your goals but also reflects the principles that guide your life.
Need more information about B.R.I.? Check out the lessons on our Video Resources Tab. Click Here
Our Process
From Discovery to Direction
Every strong financial plan begins with understanding. At Talarico and Associates, we take time to listen, learning about your goals, values, and current financial picture. From there, we design a personalized strategy that integrates sound financial principles and values-based decision-making, helping you balance growth, protection, and purpose.
Once your plan is implemented, we remain a trusted guide, reviewing progress regularly, monitoring market changes, and adjusting as life evolves. This ongoing, relationship-centered approach allows clients to move forward with clarity, confidence, and peace of mind.
Our Services
Charitable Giving
Charitable giving is more than just a financial transaction; it's a transformative act that embodies the spirit of generosity and compassion. We believe that living a life of generosity is not only a noble endeavor, but a calling rooted in our faith. As Christians, we are called to emulate the selfless love and kindness of our Creator by giving back to those in need. Whether it's supporting local communities or advancing causes close to our hearts, charitable giving enriches both the giver and the recipient. It's an expression of gratitude for the blessings we've received and a powerful way to make a positive impact on the world around us. Let us help you cultivate a legacy of generosity that extends far beyond financial wealth.
Investment Management
With a focus on integrity, expertise, and personalized attention, we tailor investment strategies to align with your unique objectives, risk tolerance, and timeline while incorporating Biblical wisdom. Whether you're planning for retirement, funding education, or building wealth for future generations, we are committed to guiding you every step of the way. Investing in companies through Biblically Responsible Investing.
Retirement Savings Accounts
A retirement savings account offers a multitude of benefits, providing a secure foundation for your future financial independence. By contributing consistently contributing to one, you're taking proactive steps towards building a nest egg that can sustain you during your golden years. With tax advantages such as tax-deferred growth or tax-free withdrawals, depending on the type of account, you can optimize your savings and potentially lower your current tax burden. Having a retirement savings account instills peace of mind, knowing you're actively preparing for a comfortable and fulfilling retirement. Start investing in your future today and reap the rewards of diligent retirement planning.
Charitable and Legacy Planning
Generosity is one of the most meaningful expressions of financial stewardship. We help you turn your resources into lasting impact through thoughtful giving and legacy planning strategies. Whether you want to support your church, community, or favorite causes, we’ll help you create a plan that reflects your values and blesses others for generations to come.
Your financial journey deserves a partner who understands both your goals and your values. Let’s build a plan that reflects who you are, what you believe, and where you want to go.
Associations and Supported Ministries.
