Jason Winemiller CFP®

As an experienced Financial Advisor and CERTIFIED FINANCIAL PLANNER® practitioner, I help individuals and families achieve their most meaningful lifetime goals through thoughtful planning and disciplined investment strategies.

Many of the clients I serve share common objectives, including:

• Funding a secure and dignified retirement—often spanning 30 years or more
• Providing for the education of children and grandchildren
• Creating a lasting legacy for loved ones and charitable causes

To support these goals, my work with clients focuses on three core elements:

1. Planning
Using my firm’s eMoney® platform, we work collaboratively to build a comprehensive and realistic Investment plan tailored to your unique goals. This process helps provide a clear roadmap for your financial future.

2. Implementation
Guided by your personalized plan, I design an investment strategy grounded in sound principles—asset allocation, broad diversification, tax efficiency, and cost discipline. The strategy will be carefully tailored to your goals, time horizon, and risk tolerance.

3. Guidance & Coaching
Investment planning is an ongoing process. We review and update your plan regularly to reflect life changes, evolving goals, and market conditions. With decades of experience, I provide steady guidance to help you stay focused and make informed decisions through both market ups and downs.

I hold a Bachelor of Arts in Economics from Whitman College. Outside of work, I enjoy golfing, fly fishing, reading, and spending time with my family and friends.

If you’re ready to take a thoughtful approach to achieving your financial goals, I would welcome the opportunity to connect.

 

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