Jonathan Kiehl (BS, CFP®, CKA®, MBA)
Jonathan Kiehl focuses in the
following client markets or areas of practice:
- Charitable Giving
- Entrepreneurs
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- Charitable Giving
- Entrepreneurs
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
Jonathan specializes in working with clients that typically share three distinct characteristics:
1. They value ongoing guidance. Jonathan's clients desire a trusted, long-term partner who can reconcile the complexities of taxes, estate planning, and investments into a single, unified plan.
2. They are purpose-driven, not just performance-driven. While they receive rigorous portfolio management and tax-efficient planning, his clients care deeply about how they make their profit and where it is going. They want their investments to reflect their worldview.
3. They are actively working toward a vision of generosity. Whether they are navigating business exit strategies, optimizing a high income, or planning an estate, Jonathan's clients want to maximize what they can give back to the causes or people they love.
Additional Information
Jonathan Kiehl is a Certified Financial Planner™ and a Certified Kingdom Advisor® with an MBA in Personal Finance.
A teacher at heart, Jonathan serves as an adjunct professor of finance at Elizabethtown College's School of Graduate and Professional Studies. He has also volunteered as a financial coach, tax preparer, and treasurer.
In his free time, Jonathan is an outdoor enthusiast who enjoys running, birding, and camping. He resides in Lancaster, PA, with his wife, Kate, and their four children.
NAPFA Start Date
November 03, 2021
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