Brian Jones (CFP®)

Brian Jones focuses in the
following client markets or areas of practice:

Corporate Executives

Estate & Generational Planning Issues

Generation X

High Net Worth Client Needs

Retirement Plan Investment Advice

Retirement Planning & Distribution Rules

Planning Specialties

Brian specializes in multi generational wealth strategies for couples and families. Brian enjoys working with couples and families to better align their personal beliefs with their investment portfolio, as well as working closely on a number of financial planning and wealth management related topics.

Additional Information

Brian works primarily with couples and families who are seeking to partner with a firm that has the capabilities and infrastructure necessary in today’s ever changing financial landscape. Brian prefers working with multiple generations in the same family to address priorities such as aligning investment philosophy with personal objectives, focused engagement on a variety of wealth management topics, and ensuring a smooth transition to subsequent generations in the future.