Empowering Your Future, One Goal at a Time.

Jonas Everett

Wealth Advisor

For Jonas Everett, becoming a financial advisor wasn’t just a career choice—it was a mission rooted in personal experience.

Growing up, Jonas watched his family face money struggles. Those early memories left an impression that shaped his path in life. He knew he wanted something different for himself and for others.

I set out to master my own finances so I could build a better future and help others do the same. Financial success isn’t just about wealth; it’s about giving people the freedom to truly enjoy their lives.”

That mission fuels him every day. Jonas loves working with people during some of the happiest stages of their lives, whether it’s entering retirement, helping children financially, or simply embracing newfound freedom.

Jonas primarily works with retirees and soon-to-be retirees, guiding them through the complex journey of planning for retirement, and developing an income strategy. But his conversations go far beyond the numbers. Whether he’s talking to his clients about their “second spare tire” or how to spend their nest egg in retirement, Jonas wants people to know that financial planning isn’t about products, it’s about designing the life that you want, and having a plan for the unexpected surprises along the way.

For Jonas Everett, financial education is the cornerstone of confident decision-making. He believes that when people truly understand how their money works, they’re empowered to shape the future they want. That’s why he dedicates time to financial education; not only in one-on-one conversations with clients but also as part of The Premier Financial Hour, the firm’s radio show. Jonas believes financial education shouldn’t be overwhelming and full of complex jargon. Instead, it should be about giving people the knowledge and tools to make smart choices for themselves and their families.

When he’s not helping clients map out their futures, Jonas is all about family time. You’ll often find him relaxing in the pool with his wife and kids, enjoying a competitive game of pickleball, or unwinding with a good book.

To me, financial planning means turning your dreams into a roadmap, and making sure detours don’t keep you from getting where you want to go.