Jason McWilliams, CPA, CFP®
Personalized financial advice with a focus on tax planning
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Serving Clients Nationwide
Personalized financial advice with a focus on tax planning
Areas of Focus
- Equity Compensation Options
- Financial Life Planning
- Investment Management
- Owning a Business
- Retirement Planning
- Taxes
About Jason McWilliams, CPA, CFP®
Many of my clients want to know two things: "How much should I save for retirement?" and "How can I reduce my taxes?". These are crucial questions that require a comprehensive and impartial approach to financial planning.I enjoy assisting my clients in attaining financial certainty and fulfilling their financial objectives with personalized planning and investment strategies, with an emphasis on tax planning. My aim is to help individuals, families, retirees, and business owners make wise financial choices and effectively increase, manage, and safeguard their assets throughout life's various and often complex transitions.
As a fee-only financial planner and fiduciary, I always prioritize my client's interests. I never receive any commission or incentive and I have a fiduciary duty to provide unbiased and reliable financial advice. I’m glad to offer flexible fee arrangements for clients who want to manage their investments.
I am a CERTIFIED FINANCIAL PLANNER™ professional as well as a Pennsylvania-licensed Certified Public Accountant. I reside in Pennsylvania with my lovely wife, Whitley, and our adorable daughter.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Certified Public Accountant (CPA)
Affiliations
-
American Institute of CPAs
- CFP Board
- Fee Only Network
- Measure Twice Planners
- XY Planning Network
- CFP Board
Primary Location
Aston, PA
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Hourly Rate
- One-time Financial Plan
- Percentage of Assets Managed
- Subscription
What to expect in the first meeting
Click the 'Book Intro Call' button above to contact us by phone or email. We look forward to hearing from you.Offers Investment Management
Yes
Offers Tax Preparation
Yes
About JRM Tax & Wealth Management, LLC
Our process begins with getting to know you and your goals. Tell us where you want to go, and we’ll work with you to develop a plan that suits your needs. And as your life changes, we’ll adjust your plan so it better aligns with your new path.We believe a detailed planning process can be one of the most effective ways to create financial security. An effective plan may not only provide financial security throughout your life, it can reduce the damage disability, critical illness, or other sudden losses of income may have.
So what are the steps?
✅Introductory Meeting
In our first meeting, we’ll identify your goals, priorities, preferences, and any obstacles you may have. We’ll also mutually establish what your expectations are for us, and if an ongoing partnership is the right fit.
✅ Exploration & Preliminary Planning
After our first meeting, we’ll take a deeper dive into your situation. As we have a more detailed conversation about your personal and financial goals, we’ll start sketching a preliminary plan. The more open and transparent this phase is, the more detailed our plan will be.
✅ Detailed Planning
Now that we have a foundation, we can deliver an easy-to-follow roadmap that will guide you towards your financial goals. This plan will address the areas that are most important to you, and outline the steps needed to conquer potential obstacles. Your plan will also aim to build wealth via a solid, tax-efficient portfolio.
✅ Ongoing Support & Advice
Life is constantly changing, and your goals will too. When new priorities lead you towards different approaches to wealth management and savings, we’ll be here to adapt your plan so it transitions along with you.
Education
Bachelor of Science degree in Accounting from Rowan University
Hobbies and Interests
- Beach
- Cooking
- Cycling
- Exercising
- Family
- Football
- Golf
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- DIY Investors
- Dual Income Family
- Entrepreneurs
- Families
- Financial Independence Retire Early (FIRE)
- Gen X
- Gen Y / Millennials
- Gen Z
- Living in Retirement
- Newly Engaged / Newlywed
- Parents
- Single Women
- Young Families
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