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Helping people gain control of their finances through planning.

Vision:

We will provide individualized financial advice to empower every client to reach financial prosperity. We will always act as a fiduciary and each client will have our full attention.

Mission:

J I Medina Investments, a FEE-ONLY firm, provides financial planning, investment advice, and consulting for people in their 20s through 40s. We provide these services in order to bring financial prosperity and help clients reach their financial goals. We educate our clients to understand how to invest based on their situation and how to plan for specific goals. We do not have current asset minimums and will not turn down potential clients based on the amount of money they have.  We will always put our client’s interests ahead of our own at all times and believe that everyone deserves access to financial services.

 
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Jose Medina, MBA

J I Medina Investments is a Registered Investment Advisory Firm in Texas that was founded in 2015 by Jose Medina. Jose Medina-MBA, started the firm because when he was 18 years old, he went to a major bank to invest $2,000, which was a lot of money for him. The financial advisor laughed at the amount and told Jose to put it in savings and come back when he had at least $10,000. Jose left feeling embarrassed and told himself that he would one day open a firm that would not turn down clients based on the amount of money they have. J I Medina Investments does business through two different models, traditional and/or virtual. Traditional is face to face meetings and virtual is through the use of technology by using FaceTime, Skype, Hangouts, and GoToMeeting which makes it convenient for clients to attend meetings. Jose Medina is a Premier Advisor at Investopedia Advisor Insight. 

J I Medina Investments has well over 14 years of helping businesses and individuals reach their goals. We are at the forefront of this quickly changing economy and we work closely with our clients because we are fully committed to meeting and exceeding expectations. We also believe in keeping our services affordable to our clients, we make sure to work around your budget.We are proud that so many of our clients have repeatedly turned to us for guidance and assistance with their financial futures, and we work hard to earn their loyalty every day