Jonathan Kolmetz, MS, MBA, CFP®
Wealth Management & Financial Therapy for Women and Couples
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Serving Clients Nationwide
Wealth Management & Financial Therapy for Women and Couples
Areas of Focus
- Education Funding
- Financial Life Planning
- Financial Therapy
- Investment Management
- Multi-Generational Wealth
- Retirement Planning
- Taxes
About Jonathan Kolmetz, MS, MBA, CFP®
With over two decades of experience in the financial industry, Jonathan Kolmetz is one of a handful of professionals in the country licensed in both financial services and mental health therapy.As President at Oaks Wealth Management in Houston since February 2015, Jonathan leads a client-focused advice and asset management company. He is also the owner of Oaks Counseling Associates, PLLC, in Houston, where he manages a team of therapists serving adults, couples and adolescents with counseling services.
An active contributor to the Financial Therapy Association for four years, Jonathan is able to help clients navigate their thoughts, feelings and emotions around money to improve their overall well being. He provides coaching and case consultation to financial planners and therapists.
A Texas A&M University graduate in Political Science, Jonathan holds a Master of Science in Clinical Mental Health Counseling from the University of St. Thomas and also earned a Master of Business Administration in Business from the University of Houston. He obtained a Financial Planner Education Certification in Financial Planning from Rice University.
Jonathan served six years in the US Army Reserve with time spent in Texas, Oklahoma and Baghdad. He lives in Houston with his wife Kristi and three children. The family enjoys spending time at their farm in Livingston, Texas.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Master of Business Administration (MBA)
Affiliations
-
Fee Only Network
- Financial Therapy Association
- XY Planning Network
- Financial Therapy Association
Primary Location
1225 North Loop West, Suite 825 - Houston, TX 77008
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
- Subscription
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a 20-minute introductory conversation. You are the best expert on yourself and your financial life. We promise to listen and work to understand your unique money story. Use this free 20 mins to share your story or ask any questions related to money, investing, and finance. We look forward to listening and learning from the expert.Offers Investment Management
Yes
About Oaks Wealth Management
Oaks Wealth Management helps you to Do Money Better with a formula that digs deeper than traditional financial planning. While many advisors focus on current financial data, we believe that a comprehensive understanding of a client’s entire financial journey is essential.Our formula incorporates a deep dive into personal history, from childhood experiences to marital milestones, to uncover unique financial patterns and values. By integrating these personal narratives with financial data, we create highly personalized plans that truly optimize wealth and well-being.
The Do Money Better Formula explained:
✔️ Understanding Your Money Habits and Beliefs:
▪️ We start by discussing your financial history—your successes and challenges—to identify patterns and beliefs that influence your decisions. This practical focus helps us understand how you manage money and why.
▪️ Financial therapy isn’t just a step; it’s our approach. By first exploring your financial behaviors and building trust, we can later explore the reasons behind your decisions. This holistic understanding shapes the personalized financial strategies we create with you.
✔️ Customized Financial Strategies:
▪️ Based on your unique money story and financial goals, we create tailored strategies that work for you. These strategies aren’t just about maximizing returns; they’re about ensuring that your financial decisions support your overall well-being.
✔️ Ongoing Support and Guidance:
▪️ Your financial journey is ongoing, and so is our support. We regularly revisit your plan, adjusting it as your life circumstances change, and continuing to work with you to address your financial needs but also enhance your overall quality of life.
A Healthier Financial Life
By choosing to "do money better" with us, you're not just planning for a more secure financial future; you're transforming the way you think about and interact with money. This process allows you to make more informed decisions, experience less financial stress, and ultimately enjoy a more fulfilling life.
Education
Texas A&M University, Bachelor of Science (B.S.), Political Science | University of St. Thomas (TX), Master of Science - MS, Clinical Mental Health Counseling | University of Houston, Master of Business Administration (M.B.A.), Business
Hobbies and Interests
- Boating
- Church
- Family
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Couples
- Dual Income Family
- Gen X
- Living in Retirement
- Single Women
- Women in Transition
- Women Professionals
- Young Families
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