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Jace Bricker
Family Planning lead advisor

Jace Bricker

Great planning is a rhythm. My role is to help clients coordinate thoughtful next steps.

team@12scp.com
What I Do

Planning & coordination.

I help clients organize questions and coordinate discussions about possible next steps with their retained professionals.

Client Planning & Coordination

Facilitating planning discussions and agreed follow-up with the client and their retained professionals.

Executive & Family Planning

Planning discussions that connect compensation, retirement, and multi-generational wealth priorities.

Real Estate & Lending Strategies

Coordinating real estate and financing questions with client-retained property, lending, legal, and tax professionals in the context of broader financial objectives.

Spendthrift & Family Legacy Planning

Helping clients prepare for discussions about trust structures and spendthrift provisions with their independent estate-planning professionals, while keeping family values and intentions in view.

Professional Coordination

Coordinating discussions about tax, estate, risk, and investment priorities with each client's retained independent professionals.

Advisory Relationship Rhythm

Check-ins and reviews provide opportunities to discuss priorities with the client and their professionals under the agreed engagement.

Who I Serve

Clients who value coordination.

Executives. Founders. Families.

Approach

Thoughtful coordination.

Jace is the Family Planning lead advisor at 12 Stones Capital Partners, supporting the client planning process alongside the firm's founder. He helps clients translate priorities into coordinated next steps.

He supports monthly check-ins, quarterly focus sprints, and annual reviews that help families stay organized. He facilitates discussions about tax, estate, risk, and investment priorities with each client's retained independent professionals. 12 Stones does not provide legal, tax, trust-structuring, or charitable advice.

Jace believes a useful financial plan should support informed action. Clear communication and coordinated discussions can help clients consider potential next steps.

Securities, investment advisory, and financial planning services are offered through qualified registered representatives of MML Investors Services, LLC (MMLIS), a registered broker-dealer and investment adviser, Member FINRA and SIPC. 12 Stones Capital Partners is not a subsidiary or affiliate of MMLIS or its affiliated companies. Supervisory Office: 100 Sterling Parkway, Suite 307, Mechanicsburg, PA 17050. 717-791-3300.

12 Stones Capital Partners and MMLIS do not provide legal or tax advice. Consult your own attorney and tax professional regarding your specific circumstances.

Financial planning is available only through MMLIS representatives approved to provide it. Availability of financial planning, investment advisory, securities, and insurance services depends on the individual professional's authorization and the applicable agreement. Financial planning fees are negotiable and based on complexity and scope, with services and fees agreed in writing before work begins.

Outside attorneys, tax, banking, charitable, and other specialists described on this site are independent professionals retained by the client, not affiliated with 12 Stones Capital Partners or MMLIS. We facilitate discussions and coordination within an agreed scope; those professionals remain responsible for their advice and services. References to outside professionals do not imply a referral agreement.

We coordinate discussions and agreed follow-up within the written scope. Coordination is not a promise that recommendations, transactions, or another professional's work will be completed. Clients and their retained professionals make and carry out their respective decisions.

Financial planning recommendations may be implemented with the financial professional of your choosing. Implementation of specific investment, insurance, or other financial products or services may result in commissions, advisory fees, insurance compensation, or other charges in addition to any financial planning fee. Review applicable agreements and disclosures before implementation.

Securities
MMLIS maintains firm-level securities registration coverage in all 50 states and Puerto Rico: AL, AK, AZ, AR, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, and WY. Individual financial professionals may offer securities, investment advisory, and financial planning services only in jurisdictions where they are appropriately registered.

Insurance
Insurance licenses vary by individual financial professional and jurisdiction. Insurance services are offered only where the applicable professional is properly licensed. This website is not an offer or solicitation in any jurisdiction where the applicable financial professional is not authorized to conduct business.

Check the background of a financial professional on FINRA BrokerCheck. View the MMLIS firm record and MMLIS Relationship Summary.

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