The ONE Advisory Circle

Elizabeth Jetton, CFP®

Elizabeth Jetton is a founder of Financial Vision Advisors, Inc., which she and her husband, Michael J. Smith, CFP®, recently merged into Mercer Advisors, Inc., a national fee-only and independent financial planning firm that specializes in bringing balance of life and economic freedom to dentists, doctors and other business owners through integral financial planning and practice consulting.

Elizabeth is both a Strategic Advisor, working directly with clients, and she is in charge of coaching, development, and cutting edge integral financial planning skills training for the 39 advisors in the firm.

A Certified Financial Planner® licensee since 1991, Elizabeth is past President of the Financial Planning Association and is currently serving as Chair of the 29,000 member professional organization.

She is a member of the Pioneers, a group of leading financial planners working together to develop new processes and approaches to the practice of integral financial planning, and of the Nazrudin Project, an influential national think-tank of prominent financial advisors who aspire to helping the profession and clients find richness of life: spiritual and financial.  She has been a mentor at the FPA-sponsored national Residency Program, an intensive educational program for newly licensed CFP professionals and served on the ICFP and FPA Leadership Conference taskforces.    

Recognitions:

Listed as a “Mover & Shaker” by Financial Planning Magazine, January 2005.

  1. “Top Ten Atlanta Financial Planning Firms”, 1996, by the Atlanta Business Chronicle.
  2. “The 150 Best Financial Advisers for Doctors” for the past four annual listings by Medical Economics magazine.

A professional in the industry since 1981, Ms. Jetton is a frequent national and international speaker and trainer to corporations, associations and public gatherings on financial life planning, the “Art & Heart” of Financial Planning, the new retirementality, integral investing, money smarts for couples and interior personal financial issues. She has been featured on the NBC Nightly, CNN, Georgia Business Review, WSB-TV, and has appeared in newspapers across the country including The Wall Street Journal, The New York Times, Chicago Tribune, The Atlanta Business Chronicle and The Atlanta Journal & Constitution.  She has also been featured in magazines including: Time, Money, Real Simple, RedBook, Pink Magazine for professional women, The Journal of Financial Planning, Glamour, Parents, Smart Money, More, Working Mother, Financial Advisor and New Choices. 

She is currently on the board of advisors of the Integral Finance Center.  In addition, she is the founding chair of the FPA Foresight Group, a multi-disciplinary think-tank of financial professionals, academics, futurists, social scientists and others, dedicated to bringing financial well-being and prosperity to the world.  In addition to her work as a financial planner, she has been a teacher and practitioner of meditation since 1974 and a lifelong student of human development, organizational development and leadership development.  She has led numerous circle gatherings and knowledge cafes, and has facilitated and let two-day workshops on “The Seven Stages of Money Maturity”, offered through the Kinder Institute.

Previously she was a financial planner with Total Asset Planning in New York City and was an adjunct professor at Hofstra University.  A native of Memphis, Tennessee, she is a graduate of the New School for Social Research in New York City.  Elizabeth is active with Special Audiences, Inc., as a volunteer describer of theatrical events for the visually impaired.