Jon Sevenker (CFP®)

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

Baby Boomers

Business Owners

Charitable Giving

Corporate Executives

Entrepreneurs

Generation X

Planning Specialties

Investment Management, Financial Planning, Retirement Planning, Charitable Giving

Additional Information

I mainly work with people who are at or in retirement and who are looking for an advocate to guide them through the financial maze. There are a lot of major financial decisions that surface around this time and getting them wrong can be costly. As a fee-only advisor, neither myself nor our firm earn commissions or sell financial products. We are only paid by our clients in the form of a transparent fee. For this one fee, we provide investment management and financial planning services. By fully aligning our interests with our clients' interests, we experience shared success.