About Us
Autumn Branch Capital is a fee-only financial planning and investment management firm based in Statesville, North Carolina, serving clients across North Carolina and throughout the country through virtual relationships.
Founded by Jake Hoheisel, the firm was created to provide transparent, thoughtful, and objective advice to individuals and families preparing for retirement, navigating complex tax situations, owning a business, or working through important estate planning decisions.
Meet Jake
I was born and raised in Columbus, Ohio, but now proudly call North Carolina home. I met my wife, Jordan, while attending Liberty University, where I earned a B.S. in Finance and Financial Planning. We enjoybeing actively involved in our local church and community. Outside of theoffice, I enjoy golf, tennis, and traveling with my wife. One of our recent adventures included spending a few weeks in Japan visiting my younger brother.
As a CERTIFIED FINANCIAL PLANNER® professional, I have the privilege of serving my clients as a fiduciary, putting their interests ahead of my own and those of my firm. I believe this is not only an important responsibility, but simply the right way to treat people. I am also an Enrolled Agent (EA), a credential awarded by the Internal Revenue Service. This additional training deepens the tax planning perspective I bring when workingwith business owners, families, and individuals navigating complex taxsituations.
I founded Autumn Branch Capital, a fee-only Registered Investment Adviser (RIA), to provide financial advice in a transparent, thoughtful, and fair manner. The firm's name comes from Autumn Branch Road,where I grew up and where my childhood home was located.
The Standard of Excellence for Financial Planners
Advice from a CFP® Professional
When you work with a CFP® professional, you partner with a fiduciary who is required to put your interests first, always. At Autumn Branch Capital, we believe in putting clients first, not simply because we are required to do so, but because it is the right thing to do. If the roles were reversed, we would want to be treated the same way.
We believe that when clients are treated with honesty and respect, meaningful conversations flourish and lasting partnerships form. That’s why we believe a fiduciary relationship matters. It creates trust and alignment, allowing us to provide objective advice and personalized guidance tailored to each client’s unique goals and circumstances.
FAQs
What is your approach to financial planning?
What is your approach to investment management?
What does “fee-only” mean?
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Do you work with clients outside North Carolina?
What should I expect from an introductory meeting?
The first step isa conversation.
A conversation focused on you, what matters most, and what you’re looking for in a financial partnership.
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