Horizon Ridge Wealth Management, LLC

Hiring an accountant can be hit or miss. Understanding your business's needs will help you know who you need and how they can help you leverage cash flow or capital requirements.

Texas-born but a Virginia native, Jonathan is an accomplished Senior Executive and thought-leader with demonstrated success across the financial services, investments, and wealth management industries…

Leveraging extensive experience in corporate finance and marketing, he is continuously working with clients to develop new product launch, digital marketing, exit planning, and personal financial planning strategies…

His broad areas of expertise includes personal and corporate finance; product development and management; personal financial planning and implementation; research and industry analytics; and professional partnerships…

Additionally, for over 15 years, he has helped clients create with financial planning, wealth management and asset preservation strategies…

Jonathan has helped thousands of households and has advised on hundreds of millions of dollars, combined, across his previous positions with Fidelity Investments and USAA…

Today he holds the following degrees, certifications, and designations:

CERTIFIED FINANCIAL PLANNER™ practitioner
Certified Divorce Financial Analyst® practitioner
Chartered Special Needs Consultant™
Certified Exit Planning Advisor®
Certified Value Growth Advisor™
Certified Product Manager
Certified Product Marketing Manager
Certified Marketing Professional
Enrolled Agent Candidate
Chartered Alternative Investment Analyst Level II Candidate
Executive MBA and Bachelors in Economics from George Mason University
Executive Certificate in Financial Planning from Georgetown University

I was tired of the big box firms only looking at part of the problem and not offering a solution that helped business owners with bigger, and broader, issues.

Read our website and decide if your planner, consultant, or accountant approaches planning the same way. We believe in full transparency which means if we cannot help a client we are the first to tell you upfront. This helps reduce cost and time for the business owner and ourselves. When we find a company, or person, we can help we clearly explain our value proposition, unique benefit statement, and the desired results we anticipate a client will receive when working with us. It is our goal to reduce confusion and deliver superior service which is why we have spent a lot of time designing, developing, and monitoring the processes we use with our clients. This is how we excel at being the best we can be for every client.