Jon Michaels

Jon was a serial entrepreneur in media and software technology in the early stages of his career. He knows what it's like to start, run and grow a business with hundreds of employees. He's felt the stress and responsibility of making strategic decisions that affect the lives of shareholders, customers and employees. All that time, he wished he had a financial advisor who spoke HIS language. An advisor who could explain, in clear terms, what the very best strategies are for him. An advisor he knew was acting as a fiduciary -- in HIS best interests. Jon could never quite find an advisor like that. They were either too curmudgeonly, too smug, or too "busy". So Jon decided to BE the advisor he wishes he always had.

Jon establishes trusted relationships with his clients. He's always honest with them about their investment options and portfolio performance. He takes the time to educate them on the strategies he recommends. He goes the extra mile to ensure they are informed and comfortable with their plan. And while Jon doesn't believe in timing the market, he keeps a close eye on macroeconomic conditions which can affect his clients' portfolios and actively rebalances investment holdings to take advantage of market inefficiencies.