Jonathan McAlister
CFP®
Kimery Wealth Management
Financial Planner
Jonathan McAlister
CFP®
Kimery Wealth Management
Financial Planner
As a financial planner, I partner with clients and their families as an objective fiduciary to make sure they execute on their long term goals and strategies. Since every client relationship is unique, all clients receive on-going, customized advice and service. By integrating financial planning and portfolio management, I help clients to plan, preserve and prosper with their wealth to have a lasting impact. - Jonathan McAlister, CFP®
Fiduciary financial planner serving clients locally and across the US
Jonathan McAlister is a Memphis, TN fee-only financial planner. Kimery Wealth Management provides comprehensive investment management and wealth planning strategies to help indivduals, families, and nonprofits organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jonathan McAlister is never paid a commission of any, and has a legal obligation to provide unbiased and trustworthy financial advice.
As a financial planner, Jonathan McAlister brings nearly a decade of experience serving individuals, families, businesses and foundations to help them successfully create, grow and preserve wealth through custom-made investment portfolios and tailored wealth planning strategies.
Prior to joining Kimery Wealth Management in 2020, Jonathan spent 2 ½ years at Legacy Wealth Management and nearly 6 years at Shoemaker Financial, where was a member of the firm’s Field Council. Additionally, while at Shoemaker Financial, he served as a mentor and trainer for new advisors as well as a financial planner.
Jonathan received his B.B.A with a major in risk management, insurance, and financial planning from Mississippi State University. While an active student, he bought, grew and successfully exited a small consumer goods business in Starkville, MS during the financial crises. He remains active in the Mississippi State community having previously served as vice president, president and chairman of Mississippi State University’s Memphis Maroon Club. In 2013, he received the Outstanding Young Alumnus award for his work with the Memphis Maroon Club. He is a regular speaker at Mississippi State University College of Veterinary Medicine and has spoken at multiple other colleges and national conferences on financial planning and investment management. Jonathan is a CERTIFIED FINANCIAL PLANNER™ professional and practices as a fee-only fiduciary. Jonathan also works with the Community Foundation of Greater Memphis serving as a member of their Advisory Team for GiVE 365.
He and his wife, Shellye, are native Memphians and live in Germantown with their daughter, Elouise, and two goldendoodles, Bear and Maui. When he is not working with clients, he enjoys college football, providing pro-bono financial planning services for families affected by cancer, traveling and spending time with his family.
Jonathan McAlister 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.
Kimery Wealth Management is a privately-owned investment advisory practice that specializes in family wealth advising and institutional consulting for select individuals, family groups, corporations and nonprofits. We create highly personalized financial strategies that are designed to preserve and grow your wealth conservatively over time. We deliver comprehensive insights and relevant expertise as we provide sophisticated investment strategies that match your most intricate goals and needs.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Retirement Income Planning
- Investment Management
- Comprehensive Financial Planning
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- Complimentary Initial Consultation
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
Professional Designations & Affiliations
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Jonathan McAlister 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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Jonathan McAlister 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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Kimery Wealth Management is an Accredited Member of the Better Business Bureau
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Jonathan McAlister earned MDRT® (Million Dollar Round Table) for his performance in 2014
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Jonathan McAlister is a Member of The Junior Achievement Young Professionals Board
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Jonathan McAlister is Interviewed on In The Money with Daniel Dent
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Jonathan McAlister is Quoted on Magnify Money: "Should I Get A Debt Consolidation Loan with Bad Credit?"
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Jonathan McAlister is a Member of the Advisory Team for Give 365
Contact Jonathan McAlister
Office Locations:
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6410 Poplar Avenue
Suite 100
Memphis, TN 38119
