Focus Financial Advisors
Fee-Only financial planner located in Rockford, IL, serving clients locally and across the country
Jon Aldrich, CPA, CFP, Principal and Financial Planner
Jon Aldrich joined Focus in 2004. He is actively involved in portfolio management and the financial planning process for our clients. After graduating from Rockford West High School, Jon earned his accounting degree from Northern Illinois University. Jon is a CPA and a CFP® (Certified Financial Planner). Before joining Focus, Jon worked for a national public accounting firm and was also the Chief Financial Officer of a Rockford based manufacturing company.
Jon and his wife, Tammy, have two sons. He enjoys golfing, boating, snowmobiling (and most outdoors activities) and coaching his son’s sports teams. He is active in the community, and is currently on the Board of Directors of Northern Illinois Hospice Association, where he serves as treasurer for both the operating and Foundation boards. Jon also served as treasurer while he was on the board of Tinker Swiss Cottage Museum in Rockford. Jon is a member of several professional organizations, including the Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA), and the Illinois CPA Society (ICPAS).
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
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.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Jon Aldrich is a NAPFA-Registered Financial Advisor
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.
Jon Aldrich is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® 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.
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.
Contact Jon Aldrich
6870 Rote Road
Rockford, IL 61107-2690