Jonathan Barrera

Customized Strategies Defined by Financial Wellness Carefully Designed for Medical Professionals & Entrepreneurs  

Through Guidance, Education, and Maximizing Team Coordination we strive to engage protection, preservation, and accumulation of assets for our clients.


Trusted Guidance and Financial Strategies to Individuals and Business Owners

Jonathan Barrera and his team have over 25 years of experience in leadership, tax, business, and financial strategies. With this experience, they focus on providing customized planning solutions that incorporate business and personal financial objectives as well as promote financial wellness and organization.

Planning for Practice

Image by National Cancer Institute

Planning for You

Image by Jude Beck

Planning for Business

Image by Mike Petrucci

Our Mission

Our mission is simple: to keep your money where it belongs by using adaptive strategies that grow with you in the always-changing environment in which we live so you are not only a world class saver but make the time to live life to the fullest with financial freedom.