Jonathan McAlister (CFP®, CKA®)
Jonathan McAlister focuses in the
following client markets or areas of practice:
- Charitable Giving
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Retirement Plan Investment Advice
- Tax Planning
- Women's Financial Planning Issues
- Charitable Giving
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Retirement Plan Investment Advice
- Tax Planning
- Women's Financial Planning Issues
Planning Specialties
As a Wealth Advisor & Director at Integrity Road Wealth Partners, Jonathan pursues a client-centered approach to financial planning and wealth management. With experience serving affluent and high-income clients, Jonathan specializes in guiding individuals and families through significant financial transitions. Jonathan’s particular experience includes serving individuals and couples approaching retirement, women navigating financial life after divorce or widowhood, and high-earning young professionals experiencing a material increase in their income. Additionally, Jonathan draws upon his deep experience in the area of charitable planning, guiding faith-oriented individuals toward aligning their giving strategies with their values.
Jonathan’s interest in financial planning began with an observation: monetary decisions create tension, often due to a lack of clarity rather than a lack of intentionality. He sees how couples, families, and friends strive for the same outcome yet struggle to move forward together. This insight regarding financial tensions and a lack of clarity sparked Jonathan’s passion for guiding people through prudent financial decision-making with confidence and unity. Today, Jonathan helps individuals and families understand their options, align their decisions with their values, and pursue goals which change the trajectory of their lives. His mission is to provide the clarity and strategic support clients need to move into the future with purpose and peace.
Additional Information
Jonathan graduated magna cum laude from Liberty University with a Bachelor’s Degree in Business Administration. While working in the financial services industry, Jonathan became an Investment Advisor Representative after completing the Series 65 Uniform Investment Adviser Law Examination and obtained his MBA from Texas A&M University-Corpus Christi. Jonathan is a Certified Financial Planner® Professional, a professional certification requiring completion of estate, tax, retirement, investment, insurance, and practical application financial courses; rigorous examination; and a residency-like experience requirement. Jonathan is also a Certified Kingdom Advisor®. In his previous advisory roles, Jonathan served affluent families, professionals, and executives, and was responsible for the training and development of new advisors.
Jonathan was born and raised in Texas. He met his wife, Tavia, at Liberty University. They have now been happily married for about five years. In Jonathan’s free time, he enjoys working out (he was a triathlete), spending time in God’s creation, volunteering at church to help individuals with financial literacy, visiting family, and exploring the world. Jonathan also serves as a Board Member and Scholarship Committee Member with the Kingdom Advisors Emerging Advisors Group.
NAPFA Start Date
January 08, 2026
Visit Website
Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.