Jonathan Stilley

I work with individuals, families, and business owners who want clarity, confidence, and structure around their financial decisions—not just today, but over the long term.
As responsibilities grow and retirement comes into focus, financial planning becomes more complex—and more important. I help clients bring order to that complexity by creating thoughtful, long‑term strategies that align their financial resources with their personal and professional goals.
For professionals nearing retirement, I help clarify the transition from accumulation to distribution—balancing income planning, risk management, tax considerations, and legacy goals. For business owners, I help integrate personal and business finances, addressing cash flow, succession considerations, and long‑term planning in a coordinated way.
Ultimately, my role is to serve as a consistent financial partner and advocate—anticipating needs, adjusting strategies as life evolves, and helping clients stay focused on what matters most. By providing disciplined planning and steady guidance, I aim to help clients move forward with confidence and purpose.