Jonathan Epler Email & Phone Number

One of my passions as a Financial Advisor is working with clients who want to better themselves and those around them. One of my focus areas is working with small business owners achieve not only their own financial goals but also sitting down with their employees to understand their own financial goals in life. I've spent years learning what small business owners need, from a financial perspective, and how to help them organize and prioritize their financial picture and goals. Some common problems most small business owners encounter:• Not understanding their 401(k)'s true potential to positively benefit their business and employees• Disorganized finances• Hefty tax billsIf any of these things resonate with you, we need to talk!As a small business owner, sometimes you feel like you're on an island. But you're not alone! Over the years, I've built a network of professionals with whom I consult to make sure my clients' needs are met. From CPAs who work with small business owners across the country, to estate and business attorneys who understand and are experts in the industry, you can count on me to have your back and work with you and your professional team personally, to make sure your bases are covered. I enjoy working with small business owners because they are passionate, generous and kind. Their "Can do" attitude is always working overtime, which leaves little to no time (or desire!) to work on budgeting, saving, investing, and planning for their future. I've developed such a deep respect for this group of people, that I've made it a crusade to help them live their dreams now and provide for their future selves down the road.I serve each client individually, always keeping their best interest as my top priority. And because every client and family is unique, I have an established process to help them create realistic goals and implement personalized strategies to accomplish those goals. By partnering together and remaining accountable to each other, we stay on track through all stages of your business growth and your life./*********/For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.

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  East Carolina University - College Of Business