Jon Parks, M.A., Aif, Crps Email & Phone Number

As a fiduciary Private Wealth Advisor, I specialize in helping small business owners and families achieve financial independence, reduce their tax burdens, and create secure retirement plans. With over a decade of experience, including my time at Lincoln Financial Advisors and Academy Financial, I understand the unique challenges faced by business owners, from navigating tax inefficiencies to planning for business succession.My approach provides tailored strategies that align with your personal and professional goals. Whether you're preparing for retirement, aiming to pass on your business seamlessly, or simply looking to preserve wealth for future generations, I am here to guide you every step of the way. As an Accredited Investment Fiduciary AIF® and a Chartered Retirement Plan Specialist CRPS®, I bring both the expertise and ethical commitment needed to ensure every decision is made with your long-term security in mind.I’ve been fortunate to share my knowledge in forums such as Financial Peace University and community organizations like LifePoint Church and Beth El Congregation. My passion lies in making complex financial matters more accessible to my clients, so you can feel reassured and confident about your financial future without the stress of uncertainty.On a personal note, I was born and raised in Baltimore County, a place I still proudly call home. I reside here with my family, and outside of work, you might find me coaching my father on how to use Netflix, enjoying time with my wife Robyn (we celebrated our 25th wedding anniversary in 2024), or supporting local causes like the Associate Jewish Charities.If you're ready to transform your financial planning from a source of anxiety into a strategic advantage, ensuring a prosperous, worry-free retirement, I invite you to connect with me. Let's start a conversation about how I can help you achieve your financial goals.