About me

Hi, I’m Jonathan Blake — a U.S.-based financial coach and investment advisor with over 12 years of experience helping people take control of their money, invest with purpose, and plan for long-term financial success.

Whether you’re just getting started with budgeting and saving, navigating 401(k)s and Roth IRAs, or looking to optimize your investment portfolio, I’ll meet you where you are. I work with young professionals, families, and small business owners across the country to simplify complex financial concepts and turn goals into action.

I specialize in long-term investing, financial planning for life milestones (like home buying or education), and building confidence around money management. No pressure, no jargon — just honest guidance to help you grow and protect your wealth.

If you're ready to take the next step toward financial freedom, let’s talk.

Frequently asked questions