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PROACTIVE PLANNING. BUILD WEALTH WITH PURPOSE.
We Specialize in Financial Planning & Investment Management Services
$75M+
In Assets Under Management*
*As of 7/24/2025
250
Clients Served
11+
Years of Experience
100%
Focused on Your Success
OUR SERVICES
FINANCIAL PLANNING
INVESTMENT MANAGEMENT
A clear plan brings confidence.
Whether you're preparing for retirement, planning a business exit, or simply looking to get organized, we help you make thoughtful, informed decisions with confidence.
Every plan is led by a Certified Financial Planner™ professional and follows a structured process tailored to your unique goals, concerns, and life stage.
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Investing shouldn’t feel overwhelming.
Our Investment Management service is designed to simplify your financial life. We manage your portfolio with care, using a disciplined strategy that aligns with your goals—not market noise.
We monitor your investments and make tactical adjustments based on changing conditions—so you can stay focused on life, not the markets.
WHO WE ARE (AND WHY WE CARE)
Your financial life is unique — and so are your goals. Whether you’re nearing retirement, building your career, or running a business, you deserve guidance built around what matters most to you. Led by Thomas P. Jones, CFP®, we partner with clients to create thoughtful plans and manage investments strategically — so you can feel confident in every financial decision and focus on on living the life you’ve worked hard to build.
THOMAS P. JONES, CFP®
Founder
GET IN TOUCH
101 Walt Whitman Boulevard
Cherry Hill, NJ, 08003
Email: tom@joneswealthmanagement.com
Tel: 856-696-5540
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