Jon Aldrich (CFP®, CPA)

Jon Aldrich focuses in the
following client markets or areas of practice:

Baby Boomers

Business Owners

Charitable Giving

Corporate Executives

Entrepreneurs

Estate & Generational Planning Issues

Planning Specialties

Focus Financial Advisors is a Fee-Only advisory firm providing:

Comprehensive Fee-Only Wealth Management
Investment Management using techniques to protect capital in tough markets
Asset Protection
Retirement Planning
Estate & Tax Planning
College Funding
Employee Stock Option planning
Social Security Maximization
Charitable Planning.

Additional Information

We are a Registered Investment Advisor (RIA) that is required to act as a fiduciary for our clients. This means we are required to adhere to a strict standard and always place the interests of the client ahead of those of the firm. We have been helping clients since 1984.