Jonathan Wade Davis

Our clients know Jon as a knowledgeable resource for business planning and estate planning and, when required, an effective advocate on their behalf.

Jon enjoys working with families and business owners to analyze their corporate and personal needs. He works closely with individuals and owners relating to their Estate Planning needs with the goal of minimizing stress, taxes, and probate while also ensuring business continuity. Jon also handles issues ranging from corporate governance, operating contracts, to asset/stock sales.

Creative Planning provides comprehensive wealth management services to high net worth clients, including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services.

Creative Planning currently manages approximately $42.1 billion for clients in all 50 states and abroad as of June 30, 2019.

Creative Planning focuses on Wealth Management, Investment Management for Individuals, Businesses, and Charities, Financial Planning, Wills, Trusts, and Estate Planning, Tax Planning, Charitable Planning, Business Succession Planning, Risk Management.

Note: Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Company is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Company by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. The Company never pays a fee to be considered for any ranking or recognition, but may purchase plaques or reprints to publicize rankings.