At Owenby Jones, we understand that life is made up of key moments and critical milestones. We want you to savor the former and navigate the latter. Whether it's planning for college tuition or a wedding, or dealing with one of life's surprises, we're here to help ensure you have the wherewithal to manage it.
Retirement, of course, is one of life's milestones that we all eventually face. Our goal is to help clients feel confident about their future and pursue their vision of a comfortable retirement. Our mission is to help make that transition more manageable and less stressful by building a personalized retirement strategy and offering ongoing support, objective advice, and objective guidance.
Retirement, of course, is one of life's milestones that we all eventually face. Our goal is to help clients feel confident about their future and pursue their vision of a comfortable retirement. Our mission is to help make that transition more manageable and less stressful by building a personalized retirement strategy and offering ongoing support, objective advice, and objective guidance.
Services
We earn the trust of our clients through our firm commitment to form a lifelong partnership with them, their families and their loved ones. Accomplished through hard work, open and honest discussion, and consistent, reliable communication, the relationship we build will not only address the needs of our clients, we seek to exceed their expectations!
Jonathan Owenby is a Managing Partner and Wealth Advisor of Owenby Jones Wealth Management, LLC. In this role, he offers access to a full range of comprehensive financial services, including estate, financial and income planning, as well as strategic and tactical portfolio construction and management.
We believe happiness can only be realized when we find the correct balance between all of the important aspects of our lifestyles. A healthy spirit must be at our centers, with allowances made for family, mind, health, relationships, and personal finances. We encourage you to join us in making daily deposits into each of these areas to live a purpose driven life.
In normal financial planning, anything is possible, but do we know what is probable? How do you know that your plan will pursue what is important to you? Do you know when to add risk or take it away, retire earlier or work longer, give away assets or keep them, take out less or spend more income in retirement?
Disciplined investment strategies are the foundation of our investment management process. We use model allocations to fund your unique goals based on your minimum level of acceptable risk. Since we are not required to use specific products, we research multiple investment options and then recommend the appropriate allocation and portfolio for you.
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