Jonathan Huss

CFP®

Hussmen Financial

Financial Advisor

Jonathan Huss

CFP®

Hussmen Financial

Financial Advisor

As a financial advisor, my goal is to help my clients navigate the complex world of finances and put them on a path to achieve their goals, big or small. - Jonathan Huss, CFP®

Fee-only financial advisor helping clients plan for a successful future. Fee-only, fiduciary advisor located in Richmond, VA, serving clients in the metro Richmond area and virtually.

Jonathan Huss is a Richmond, VA fee-only financial advisor serving clients locally and across the country. Hussmen Financial provides comprehensive financial planning to help individuals and young families organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jonathan Huss is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Being the son of a CPA, Jonathan Huss has always had a keen interest in finance. As with all of the Huss children, he spent a few tax seasons in his father’s office helping where he could. After his time at Virginia Tech, Jonathan spent 5 years in Northern Virginia in the hospitality industry, from country clubs to selling wine (fun!!). After the arrival of their first daughter, Jonathan and his wife, Emily, returned to their roots of Richmond. Jonathan joined his father at his firm in 2018 and made quick work of learning the financial planning world. His goal is to take the questions and stress out of their client’s financial situation, so they can live the life they’ve always wanted. Jonathan believes that everyone should have access to a financial planner, whether they have substantial assets, or are just starting to save. You’ve got questions, the Huss men have the answers.

Jonathan Huss 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.

We are a small, fee only financial planning and tax planning firm based in Richmond, VA. As a small group of CFP® professionals and CPA's, We offer comprehensive financial planning, limited scope projects, and tax planning.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Analysis
  • College Education Planning
  • Tax Planning
  • Stock Options Analysis & Management

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Sudden Money Situations
  • Novice Investors
  • Life Transition

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Jonathan Huss 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.

  • Certified Financial Planner (CFP)
    Jonathan Huss 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.

  • XY Planning Network
    Jonathan Huss is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

Contact Jonathan Huss

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Office Locations:

  • 406 West Franklin Street
    Suite A
    Richmond, VA 23220

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