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Our multigenerational team of wealth advisors spans decades and provides you and your family with deep knowledge, diverse experiences and unique insights

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Clarify

Jon Flaherty

Jon Flaherty collage

Clear communication matters. With it, we feel understood and have relationships that blossom and projects that progress smoothly. Without it, we create unnecessary problems in our lives. Sometimes the consequences of poor communication are small like picking up the wrong item at the grocery store. Other times, not having clear understanding of what something is or what needs to be done can have broader reaching implications. This is the case when it comes to personal finance.

As a Wealth Advisor, I bring clarity to your financial life through clear communication. If you are seeking to further understand an aspect of your financial life or are looking for help on what the next step may be, then let's talk. To me, it starts with understanding the larger financial concepts, but then actually developing a plan to put those concepts into action is the key to achieving your goals. In my role, I work directly with clients on developing their customized financial plan and assisting them in putting the plan into action.

In my free time, I enjoy hiking, golfing, playing board games and volunteering at my Church. I am an avid Chicago sports fan and live in Mount Prospect with my wife, Jill, and two young children.

Professional Bio

  • Wealth Advisor - with Vantage since 2017

Areas of Focus

  • Client management and service, financial planning, project management, financial plan preparation and analysis, team support

Business Experience, Designations & Education

  • Financial Planning Analyst
  • Donor Services Associate
  • CERTIFIED FINANCIAL PLANNER™ professional, CFP Board
  • B.A. History/International Studies, Illinois Wesleyan University