Welcome
Invest with Confidence: Financial and Investment Planning
Helping you plan a bright future.
Helping you plan a bright future.
JS Replogle & Associates has implemented Nitrogen, the world’s first risk alignment platform, which mathematically pinpoints how much risk investors want, how much risk they currently have in their portfolio, and how much risk they need to take to reach their goals.
Built on a Nobel Prize-winning framework, Nitrogen quantifies the semantics of the financial advice industry, replacing confusing and subjective terms like “moderately conservative” and “moderately aggressive” with the Risk Number®, a number between 1 and 99 that pinpoints a client’s exact comfort zone for downside risk and potential upside gain with a 95% Historical Range. Financial professionals then build an investment portfolio to match the client’s Risk Number and chart a clearly defined path to achieving the client’s goals.
Nitrogen was twice named one of the world’s ten most innovative companies in finance by Fast Company Magazine and has appeared twice on the Forbes FinTech50 list.
“Successful long-term financial outcomes are built by investors making one good short term decision at a time, and that only happens when great financial professionals equip them to do so,” said Aaron Klein, CEO at Nitrogen. “It’s so great to see JS Replogle & Associates using the Risk Number to help their clients understand and react to risk appropriately, because that’s ultimately how amazing financial professionals turn clients into fearless investors.”
Since 2000, our financial advisors have helped create programs and portfolios to meet long-term financial goals. Have questions about investments, taxes, retirement, and/or estate planning? One of our professionals would be glad to help.
We start by clarifying our fee structure and explaining the different ways we can help. Then we analyze your goals and compare them to your current portfolio. Then we recommend an investment strategy designed to meet your risk tolerance.
Our team is comprised of people with different kinds of finance experience, but we all have this in common--a commitment to ethics and integrity. And you can count on unbiased recommendations and impartial guidance.
Jim began this business as a consulting firm with a particular interest in deferred gift planning. He holds a BS in Psychology and Sociology and a Master of Management.
Eric has a BS in Business/Finance and achieved his Series 65 in 2010. He is also a Notary Public (Barkey Notary Serivces) and serves on several boards; including the Harrisonburg-Rockingham Chamber of Commerce (HRCC).
107 Breezewood Terrace, Bridgewater, Virginia 22812, United States
Monday - Friday: 9am - 5pm
Saturday - Sunday: By appointment
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