Jason Lilly (CFA, CFP®, MBA)
Jason Lilly focuses in the
following client markets or areas of practice:
- Business Owners
- Generation X
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- Business Owners
- Generation X
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
Service offerings include:
- Retainer-Based Ongoing Advice & Support
- Comprehensive Wealth & Investment Management based on assets under management
- Flat-Fee Financial Planning
Whether you are mid-career, nearing retirement, or just looking for a clearer path forward, I offer calm, objective guidance to help you move ahead with confidence. I especially enjoy working with Gen X professionals who are feeling the pressure of catching up—and are ready to take action. If you’re motivated to close the gap and build a secure, flexible future, we’re probably a strong fit.
Additional Information
ESSENTIALS
25+ years’ experience
B.S., Resource Economics, UMass, Amherst
M.B.A., Arizona State University
Chartered Financial Analyst (CFA)
Certified Financial Planner® (CFP®)
NAPFA Start Date
August 28, 2025
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