Jonathan Pixley (CFP®)
Jonathan Pixley focuses in the
following client markets or areas of practice:
- Entrepreneurs
- Investment Advice with Ongoing Management
- Millennials
- Entrepreneurs
- Investment Advice with Ongoing Management
- Millennials
Planning Specialties
Many of the people I work with are thoughtful individuals and families who are building meaningful lives - often while running businesses, raising families, or serving others through their work. In a culture that often glorifies hustle and constant productivity, I help clients step back, clarify what matters most, and make financial decisions that help balance the ideal with the real (aligning long-term hopes with the practical realities of life today). I provide ongoing financial planning and investment management designed to help clients steward their resources wisely. My approach focuses on simplicity, thoughtful decision-making, and long-term alignment between finances and life priorities. That may include conversations around cash flow, taxes, investments, insurance, retirement, or major life decisions, but the goal is always the same: helping clients use their resources in ways that support the life they actually want to live. I enjoy getting to know the people I work with and learning their stories. I’m at my best as an advisor when I know my clients well, and when they know me as well. My role is part guide, part sounding board, and part planner, helping clients think through complex decisions and move forward with confidence.Additional Information
Outside of financial planning, I enjoy spending time with my family and preparing to welcome our first child. I’m also an avid pizza enthusiast and enjoy experimenting with Neapolitan-style pizza on my Ooni oven and hosting pizza nights for friends and family. Much of my thinking around financial planning is influenced by ideas of stewardship, intentional living, and the importance of aligning our resources with what matters most. I also enjoy learning from resources like the Bible Project and other writers and thinkers exploring the intersection of faith, work, and everyday life. As a way to humble myself, I decided in my early twenties to switch from playing basketball to learning hockey. I’ve now been playing recreationally for over a decade. It has been a great way to stay active while constantly learning new skills.NAPFA Start Date
March 06, 2025
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