As a wealth advisor, Jonathan Abner approaches his clients’ financial futures with the same comprehensive mindset he uses when managing his own family’s financial plan. By considering every aspect and incorporating how saving for retirement, investments, education and estate planning, philanthropic giving and tax strategies can work together to keep his clients on the right track. This helps reduce their worry about what the future holds and about the ups and downs of the stock market, allowing them to focus on achieving their goals.
Jonathan joined Buckingham Strategic Wealth in 2007. Prior to that he was the accounting and human resources manager at Haz-Waste, Inc. in St. Louis and a private financial consultant.
Jonathan holds a bachelor’s degree from Southeast Missouri State University in Cape Girardeau.
He and his wife, Julie, live in St. Louis and are active parishioners at St. Joan of Arc.