Jonathan Brown, CFP®

As a CERTIFIED FINANCIAL PLANNER™, I take a holistic approach to helping clients—especially entrepreneurs—achieve financial clarity and peace of mind by crafting customized financial plans. These plans cover retirement planning, risk management, estate planning, portfolio and asset allocation analysis, special needs planning, and education planning. My goal is to ensure each client’s unique needs and goals are met with thoughtful, tailored strategies that bring confidence to every stage of life.

My career in financial services began in 2005 at The Vanguard Group in Charlotte, where I worked with High Net Worth clients and trained new associates. After earning my CERTIFIED FINANCIAL PLANNER™ certification in 2009, I joined Cornerstone Wealth, serving in the Huntersville office before relocating with my family to Greenville, SC, in 2012 to establish Cornerstone’s presence in the area. I have a strong passion for working with entrepreneurs, helping them navigate the complexities of business ownership, wealth accumulation, and succession planning.

My passion to serve extends to the community, where I’ve served on the board of the Generations Group Home and am an active member of the Greenville Estate Planning Council, working to make a difference in the lives of others.

Outside of work, my priority is my family. My wife and I are blessed with two wonderful daughters and twin boys who keep life exciting and full of joy. As a family, we love hiking, traveling, and creating lasting memories together. I also enjoy playing the occasional round of golf. Whether guiding clients through their financial journeys or spending time with my loved ones, I’m driven by a deep commitment to building trust, fostering relationships, and creating lasting impact.