Jonathan McEvoy

Jonathan McEvoy, CFP®, AIF® has over a decade of experience in the financial industry. Jonathan started their career at Fidelity Investments, where they worked as a Fixed Income Specialist and later as an Investment Consultant. At Fidelity Investments, Jonathan gained expertise in mutual fund investing strategy and portfolio composition, helping clients develop mutual fund portfolios in both taxable and tax-exempt accounts. In 2011, they joined Johnson Investment Counsel as a Fixed Income Trader, where they were responsible for analysis, security selection, and trading for a $400 million municipal bond portfolio. Jonathan later took on the role of Senior Portfolio Manager and Principal at Johnson Investment Counsel, serving a wide range of clients, including individuals, corporations, retirement plans, foundations, and endowments. As a fee-only wealth management firm, Jonathan embraces their fiduciary duty to always prioritize their clients' interests.

Jonathan McEvoy, CFP®, AIF® attended Miami University from 2001 to 2005, where they earned a degree in Marketing with a focus on Entrepreneurship. Jonathan also holds additional certifications, including Certified Financial Planner (CFP) from the CFP Board, Accredited Investment Fiduciary from Fi360, A Broadridge company, and National Social Security Advisor.