Jambalaya Group

Jambalaya Group (operating under jambalayagroup.com) is a specialized management consulting firm that provides strategic coaching, operational consulting, and practice management solutions specifically tailored for financial advisors and wealth management practices. Founded in 2014 by CEO Penny Phillips, the firm offers customized coaching programs, succession planning, business acquisitions, organizational structuring, talent recruitment, and operational workflows designed to help financial advisors scale, optimize revenue, and drive sustainable growth. Headquartered in Minneapolis, Minnesota, Jambalaya Group partners with solo practice advisors, multi-advisor teams, and institutional wealth management firms across the United States.