You've spent thirty years building this.

As a dedicated wealth advisor focused on retirement planning, J.P. Aubry helps pre-retirees and retirees move into the next chapter of life with clarity, confidence, and a plan built to last. After years with national brokerage firms, he founded an independent practice to deliver advice free from corporate sales agendas — and to give every dollar his clients have earned a clear, intentional job.

J.P.'s approach is education-first. He believes the families who've worked the hardest deserve more than an account statement and a pie chart — they deserve to understand what they own, why they own it, and how it carries them through the next thirty years. That belief is the foundation of The Retirement Architect Process™, the proprietary methodology behind every plan he builds.

He focuses on the five disciplines that define a retirement built to last: income planning, investment planning, tax planning, healthcare planning, and legacy planning — coordinated as one coherent strategy rather than a collection of disconnected products.

Licensed in life and health insurance and registered as an Investment Adviser Representative, J.P. designs retirement income, investment, and risk management strategies that adapt to real-world market conditions and evolving tax law. When he's not working with clients, you'll often find him in the gym, on the soccer field, or volunteering in the community — disciplines that carry straight into his client-focused approach.