Jonathan Bailey, CPA, CFP®

Partner and Advisor

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

Jonathan began his career at EY with a focus on tax compliance for large partnerships and individuals. With a goal of providing fiduciary and comprehensive advice to individuals, Jonathan made a move to fee-only wealth management in 2015 and has been counseling high net worth individuals since. He holds an Accounting degree from East Carolina University and a graduate degree in Taxation from Virginia Tech.  He is currently a certified public accountant and a CERTIFIED FINANCIAL PLANNER™ professional. He is also an active member of the Young Professionals Board at The Doorways.

Jonathan enjoys spending time with his wife, Julie, and their dog, Bella.