Jonathan Bailey, CPA, CFP®


Jonathan specializes in providing integrated investment advisory, tax, retirement, estate and other financial planning services to high net-worth individuals and executives.

His most recent experience includes three years at Heritage Wealth Advisors and two years at Ernst & Young in Richmond, Virginia. He holds a bachelor’s degree from East Carolina University where he studied Accounting and was a member of the men’s varsity swim team. He also holds a graduate degree in Taxation from Virginia Tech. He is currently a certified public accountant and a CERTIFIED FINANCIAL PLANNER™ professional.

Jonathan enjoys exploring the Richmond food and brewery scene, hiking with his Bernese Mountain Dog, and traveling to new places.