Jona Husbands

Jona Husbands is a financial planner and portfolio manager with more than 25 years of experience developing customized wealth management strategies for high-net-worth individuals, families, and business owners. Jona has experience in comprehensive financial planning, investment management, estate planning strategies, special needs planning, stock option exercise strategies, and special needs planning, and retirement distribution planning. 

As Founder and Principal, Jona works directly with clients to research complex planning issues, design integrated strategies, and deliver clear, actionable financial plans. His background spans both private wealth management and institutional retirement plan consulting, giving him a broad perspective on the challenges faced by individuals and business owners alike.

Areas of Expertise

• Making the Complex Simple

• Building Wealth

• Investment Management

• Wealth Protection Strategies

Jona Husbands earned a Bachelor of Science degree from Centenary College of Louisiana. He began his career at Morgan Stanley Dean Witter, where new advisors completed intensive training that included time at the firm’s major downtown New York operations in the South Tower of the World Trade Center in New York City. 

Early in his career, he also worked on the institutional side of Fidelity Investments, supporting high-net-worth clients and executives at some of the largest and most prominent publicly traded companies in the world. This rare combination of institutional and private-client experience gives him insights that most financial advisors never develop—perspective shaped by both Wall Street institutional work and Main Street wealth management.

Clients value Jona’s combination of institutional experience, hands-on planning expertise, and long-term focus on preserving and growing wealth across generations.