As a Certified Financial Planner™ and fiduciary, Jon Wienecke is committed to placing his clients’ best interests at the heart of every financial decision. With over 20 years of experience in wealth management, Jon specializes in helping individuals, families, and business owners navigate complex financial landscapes with clarity and confidence.

Jon provides comprehensive financial planning services, including retirement planning, investment management, tax-efficient strategies, and estate planning. His fiduciary duty ensures that every recommendation is made with transparency, integrity, and a deep understanding of each client’s unique goals and values.

He is supported by a team of specialists to deliver holistic, forward-thinking advice to grow and protect his client’s wealth over the long term.  Known for his thoughtful approach and strong client relationships, Jon partners closely not only with his clients, but also with their accountants, attorneys, and other trusted advisors to ensure every piece of the financial picture is aligned and working together.

Jon holds a CFP® designation and serves as a trusted advisor to clients across the country. He is based in Fulton, MD.  Outside of work, he enjoys spending time on Maryland’s easternshore.