Jonathan Harrison

CFP®, CKA®

Sound Stewardship, LLC

Wealth Advisor

Jonathan Harrison

CFP®, CKA®

Sound Stewardship, LLC

Wealth Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Jonathan Harrison, CFP®, CKA®

Fee-Only Financial Planner serving Greater Kansas City and beyond.

Jonathan Harrison is a Overland Park, KS fee-only financial planner. Sound Stewardship, LLC provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jonathan Harrison is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Jonathan Harrison is a financial advisor with a heart for helping people make an impact in their world. Before joining Sound Stewardship, he spent 7 years at the National Christian Foundation helping clients give away almost $1 billion to charity.

After interacting with over 300 unique financial advisors through his work in philanthropy, Jonathan became a strong believer in the Simplified Fee Structure developed by Sound Stewardship and joined the firm in 2015.

Jonathan’s background includes work in corporate America, philanthropy, and nonprofits, as well as degrees in theology. This has given him a unique perspective on the world, with an ability to find insights for charting the best path forward. He’s most passionate about the intersection of philanthropy, entrepreneurship, and technology.

Outside of work you can find him reading, running & training for his next race, or hanging out with neighbors in the urban community he loves.

He and his wife Karen moved from the Great Lakes region in 2007 to join New Life City Church, a church plant in downtown Kansas City. They have 2 boisterous sons, a beautiful daughter, and a very lively Airedale Terrier.

Jonathan Harrison is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s 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

At Sound Stewardship®, our mission is to help our clients achieve their goals and make a meaningful impact with their wealth. We do that by understanding your needs, creating solutions, and inspiring results. We enjoy long-lasting relationships with our clients as we come alongside them to identify where they are today and where they want to go from here. We utilize our Purposeful Living Process and our Sound Stewardship Principles to map out a plan for your financial future. We’ll help you implement your plan, manage your investments according to your risk-tolerance, time-horizon and objectives, and we’ll meet with you regularly to make sure that as situations change – in your life and in the world around you –  adjustments are made to keep you on track for goal achievement.

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

Contact Jonathan Harrison

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Office Locations:

  • 7300 College Blvd
    Ste 175
    Overland Park, KS

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