Jonathan Harrison
Partner & Wealth Advisor at Sound Stewardship, Llc
Based in Overland Park, United States
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Seniority
C-Team
Department
Finance & Accounting
Location
Overland Park
Industry
Financial Services
Company size
9
Contact information
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j•••••••@soundstewardship.com
Phone
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Background
About Jonathan Harrison
I help grateful, generous people plan and manage their money so they can have an impact beyond themselves. At Sound Stewardship we provide fee-only, comprehensive financial planning and wealth management filtered through our 7 Sound Stewardship Principles: 1. Live within your means. Avoid using debt. Build an emergency reserve. Have a long term plan. Be diversified. Think beyond yourself. Give generously. With a fee-only approach, I never receive commissions or third-party incentives. This allows me to give independent, unbiased advice with my clients' interests, goals and values at heart – and on the bottom line. My background includes work in corporate America, philanthropy, and nonprofits, as well as degrees in theology. I'm most passionate about the intersection of philanthropy, entrepreneurship, and technology. Outside of work I enjoy reading, running to train for my next race, or hanging out with neighbors in my awesome urban neighborhood. Specialties: Investment planning, Impact investing, Charitable giving/philanthropy, Business Transitions, Inter-generational wealth transfers
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