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Ashburn
Helping you Do One Happy Thing to improve your business and your life. Our mission is to help you and your business be more efficient and effective, to facilitate impactful, purposeful relationships that bond you, your business, and your brand to your current customers and target audience. • Do One Happy Thing – For Your Business • Do One Happy Thing – For Yourself • Do One Happy Thing – For Your Family
Loudoun County
The team at Horizon Ridge Wealth Management helps rapid growth businesses & their executive leadership work through the struggles of scaling their business and growing their personal wealth by strategically helping them build value and integrate their personal and business plans together… While our team’s educational background is critical in problem solving, it is our ability to relate to our entrepreneur and business executive clients that help each client know they are not alone… We pride ourselves on not being like any other financial planning, or private wealth management firms… Engrained in our DNA and our proprietary processes is our innate ability to help you cut through the noise and zero in on the things that matter most in your personal life and within your business… For our enterprise clients we collaborate, outline, and work with your team to deploy an enterprise value growth strategy across four pillars of your company: people, process, communication, and customer… For our business executives we partner with you to integrate your business goals with your personal goals in order to optimize monetary outcomes, minimize taxes, protect yourself and family from external forces, and help you grow your personal wealth… We provide the following services: 1. Value Growth Strategy for scaling a business 2. Exit Planning for businesses looking to prepare and sell to a strategic or financial buyer 3. Strategic planning for businesses 4. Comprehensive Financial Planning for executives 5. Divorce Planning for executives 6. Tax Planning for businesses and executives 7. Investment management of company or personal assets
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.
