Jon Bartholomew, CPA®

Wayne, PA

Growing up in East Central PA, I was fortunate to live in a small town down the street from my grandparents. This upbringing allowed me to understand and appreciate the importance of work ethic, family, and the surrounding community. My grandfather and I spent countless hours together. He taught me much about investing in personal finance and goal achievement.

My affinity for numbers led me to obtain an accounting degree from Susquehanna University in 2003, where I then pursued a career in public accounting, obtaining my CPA license. I decided to branch out independently to further my career, starting and maintaining an accounting practice. This opportunity has allowed me to work with individuals, families, and small businesses to evaluate tax planning strategies while cultivating and maintaining relationships in and around the surrounding community. Upon running a tax practice, I quickly learned that many people had additional investment planning and life insurance protection needs.

Seeing these additional needs, I obtained my financial securities and insurance licenses to provide a comprehensive investment plan incorporating tax planning and financial advisory services. While getting to know people and learning about their personal and financial goals, I work diligently to develop goal-oriented, risk-mitigated, and tax-efficient investment planning advice.

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