Jon Aldrich
CFP®, CPA
Focus Financial Advisors
Financial Advisor
Jon Aldrich
CFP®, CPA
Focus Financial Advisors
Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Jon Aldrich, CFP®, CPA
Fee-Only financial planner located in Rockford, IL, serving clients locally and across the country
Jon Aldrich is a Rockford, IL fee-only financial planner. Focus Financial Advisors provides comprehensive and objective financial planning and investment management to help professionals, executives, small business owners, and near retirees organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jon Aldrich is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Jon Aldrich, CPA, CFP®, is Principal and Financial Planner at Focus Financial Advisors in Rockford, Il.
I have always had a passion for financial planning and growing my investments.
After graduating from Northern Illinois University with an accounting degree and passing the CPA exam, I began my professional career working at a large CPA firm doing audit and tax work as well as audits of employee benefit plans. I gave advice to family and friends about investing and financial planning topics on the side. I read any book on finance or financial publication I could find. I truly enjoyed learning how to grow your savings and planning for the future. After leaving public accounting, I worked as chief financial officer for a local manufacturing company for a few years. As an accountant, however, you are always somewhat of a historian looking back on what has already occurred. I wanted to be a visionary and help people plan for the future.
In 2004, I was finally able to realize my dream and join Focus to become a financial advisor full time. I immediately took and passed the CFP® exam and have been helping people plan for their future and manage their finances ever since. In 2018, I became the 100% owner of Focus. Spending the early years of my career in public accounting has been invaluable, especially when it comes to tax planning and understanding financial statements. I strive to help my clients with all aspects of their financial life.
I live in Roscoe with my wife, Tammy, who is a school social worker. We have two sons, Trent and Trey. They’re both in college with one at the University of Alabama and the other at the South Dakota School of Mines and Engineering. Tammy and I also live with our rescue dog, Ande, who can also be frequently seen at our office greeting people. I enjoy spending time on the water at the lake in Wisconsin, playing golf, watching football, riding bikes and using power tools.
I serve on both the Operating and Foundation boards of Northern Illinois Hospice and am currently the president of the operating board. I previously served as treasurer of Tinker Swiss Cottage Museum in Rockford. I am a member of NAPFA, FPA, Illinois CPA Society and also involved with a local small business roundtable group that meets regularly to discuss issues facing small business owners in the area.
Jon Aldrich is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Focus Financial Advisors is an independently-owned investment advisor registered with the Securities and Exchange Commission. We offer investment management and comprehensive financial planning on a fiduciary, fee-only basis.
Today we are proud to be celebrating over 30 years of providing objective, independent, and unbiased financial services to our clients. Our firm was founded in 1984 by Bob Lawrenz. At that time, we did business under his name, as Robert Lawrenz Consulting Services. From the very beginning, we worked on a fee-only basis, refusing commissions and other incentives. The firm initially provided investment advice and asset allocation models to clients, who would bring the plans to their brokers for implementation. Our current owner and company president, Fred Raffety, joined Bob’s firm in 1987. Together, Bob and Fred continued to work under the business model that Bob had established at the firm’s onset. As time went by, more and more of their clients requested that Bob and Fred become more directly involved with the management of their investments. These same clients had been expressing dissatisfaction with their brokers, who they saw as being commission-driven, and whose loyalty was to the brokerage firm as opposed to the clients they were serving. In response, Bob and Fred started managing their client’s money directly on a discretionary basis as part of each client’s comprehensive
financial plan.
In 1999, Bob started the process of turning the reins of the firm over to Fred. Not long after the transition, Fred made the decision to change the name of the company to Focus Financial Advisors. He also decided to expand the capabilities of the firm by bringing on a team of professionals with complementary skill sets who shared Fred’s desire to provide a high level of personal service to people who need financial planning and wealth management. Today the team at Focus remains dedicated to the values established by our founder, and we are more equipped than ever to provide the kind of service that our clients deserve.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Jon Aldrich is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Jon Aldrich is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Jon Aldrich is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Jon Aldrich is a Certified Public Accountant (Learn More)A Certified Public Accountant (CPA) is a professional accountant who has met the education and experience requirements set by their state's Board of Accountancy and has passed the Uniform CPA Exam. CPAs are licensed to provide a wide range of accounting services, including financial statement preparation, tax planning and preparation, auditing, consulting, and other financial advisory services.
Contact Jon Aldrich
Office Locations:
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6870 Rote Road
Suite 101
Rockford, IL 61107-2690
