Hi, I’m Jenny Logan…
I am a Certified Financial Planner®, former attorney and the founder of Chisholm Financial Planning & Investments. For more than a decade, my team and I have helped hundreds of clients build and implement comprehensive financial plans tailored to their unique needs and goals.
If you’re looking for a financial advisor, here’s what you can expect:
- Fee-Based Advisory – My advice is driven by your goals, not commissions
- Fiduciary Focused – I am always acting in your best interests
- In-Person or Remote – Our meetings will fit your schedule and location
- Collaborative Planning – We work together every step of the way
Why “Certified” Matters
As a Certified Financial Planner™ (CFP®), we’ve completed rigorous training and testing to provide knowledgeable, ethical financial guidance. Not all advisors are certified - working with a CFP® means your plan is built on proven expertise and a fiduciary commitment to your goals.
The Flexibility of an RIA
As a Registered Investment Advisor (RIA), we’re independent - not limited by the product restrictions of a broker-dealer. That freedom allows us to choose from a broader range of investments and strategies, so we can design a portfolio that truly fits your needs.
Financial Advisory Services Based on Your Priorities
You define the goals. We help you get there.
Your financial life is unique, so we tailor our planning to fit what matters most to you. Some of the most common areas we help with include:
Retirement Planning
Know what it will take to retire comfortably – and get there with confidence.
Education Planning
Build a smart savings strategy for college and other education goals.
Estate
Planning
Organize your financial legacy so you can pass it on with purpose and peace of mind.
Wealth Management
Grow and protect your assets with a clear, personalized plan.
Tax
Strategy
Minimize your tax burden now and in the future with thoughtful, proactive planning.
Serving Jefferson County and New York State’s North Country
Our office is located in Henderson, NY, just outside Watertown in the heart of New York State’s North Country.
We are proud to serve individuals, families and business owners throughout the region — from the shores of Lake Ontario to the Thousand Islands and beyond.
Whether you’re here in Henderson, in nearby Watertown, or anywhere across the North Country, we’re here to provide personal financial guidance close to home.
How We Work with You
Our two-part approach makes it simple to get started.
We’ve designed a straightforward process to meet you where you are – and move at your pace.
After we learn about your needs and priorities, we will prepare a proposal for one or both of the service engagements below:
1
A One-Time Financial Plan
We begin with a clear, customized financial plan. Whether you have one specific concern or want a complete financial picture, we’ll lay out actionable steps to help you move forward with confidence.
2
Ongoing Investment Management
If you also want to have someone manage your investments, we offer professional investment management built around your plan, your goals, and your comfort with risk. You can be as hands-on – or hands-off – as you’d like.
Hear From Our Clients
Real stories. Real peace of mind.
Financial Planning Resources You Can Use
Free tools and insights to help you make smarter financial choices.
Blog Posts
Practical advice for every stage of life
YouTube Videos
Quick, easy-to-understand financial tips
Free Guides
Downloadable resources on key planning topics
Substack Newsletter
Financial insights delivered monthly
Let’s Talk
No pressure. No jargon. Just a conversation.
If you’re wondering whether we’re the right fit – or just want to ask a few questions – we offer a free 15-minute introductory call. There’s no obligation, just a chance to learn more and see how we might help.
If we agree there is a good fit between us, we can then schedule a (still free) longer, more in-depth meeting that will allow us to develop a personalized proposal for you.
Or call us directly at 315-771-4833