Jonathan

Saxon

RFC®

picture of a planner

Here to act in your best interests

About me

I’ve been a financial planner since 2004. I enjoy using my experience to assist my clients in making smart decisions that can help them achieve their financial goals, no matter how large or small. One of my favorite things to do outside of work is spend time and travel with my family. I’m also an avid reader of fiction and non-fiction.

Certifications

Registered Financial Consultant

Education

Bachelor of Arts, Biology - St. Mary's College

Master of Business Administration, - Loyola College in Maryland

Visit one of our Locations

Baltimore II - Towson

901 Dulaney Valley Road

Suite 901

Towson, MD 21204

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

 

Certain services provided on an educational and guidance basis only.

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