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Jonathan P. Bednar, II, CFP®

I help you retire with confidence. | Author 📖 and Host 🎙 of What The Wealth?!

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Paradigm Wealth Partners Jonathan P. Bednar, II, CFP®
Knoxville, Tennessee

Serving Clients Nationwide

I help you retire with confidence. | Author 📖 and Host 🎙 of What The Wealth?!

(865) 251-0808

Website

Areas of Focus

  • Estate Planning
  • Financial Life Planning
  • Investment Management
  • Living in Retirement
  • Taxes

About Me

Hi, I'm Jonathan P. Bednar, II. I work with young professionals and families across the country to guide them with their finances as they experience life transitions. Life is full of transitions such as getting married, having a baby, buying a home, transitioning to a new job, etc.

How do you handle it? My desire is to help you plan for and "Create The Life You Love®" free from anxiety around money. Often times my clients are earning six-figure incomes but haven't had the time to accumulate assets, they have no plan, value the guidance of CERTIFIED FINANCIAL PLANNER™ Professional, and understand that navigating the changing financial landscape is too important to do by yourself.

Topics that arise include career coaching, student loan analysis, investment advice, saving for the future, company benefits optimization, insurance education, and tax planning.

Isn't it time to "Create The Life You Love®?"

➕ Learn More About Jonathan P. Bednar, II

Jonathan P. Bednar, II, CFP® was born in Jonesboro, Arkansas and grew up in Little Rock. He graduated from the Walton College of Business, University of Arkansas, in May 2009 with a B.S.B.A. in Finance. Jonathan joined Paradigm Wealth Partners in January 2010, partnering with his father, Jon P. Bednar. As a Wealth Advisor, Jonathan enjoys guiding his clients to make informed financial decisions using financial planning as a means to solve their investment and retirement decisions.

In 2020, Jonathan published his first book titled What the Wealth?! A Guide To Financial Clarity For Professionals and Families and launched a podcast called What The Wealth?.

In August 2014, Jonathan married his wife Rebecca (Becky) Bednar, who is a commercial banker with Pinnacle Bank. In March of 2017 they welcomed their first child, Catherine (Cate) Elizabeth Bednar, into their family. Cate is referred to the “Paradigm Princess” around the office.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional

Affiliations

  • Financial Planning Association

Primary Location

37922

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free 15-minute call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

Now more than ever, planning for your retirement is critical.

Gone are the days when pensions and Social Security provided all of the income you needed for retirement. The new reality is that you are responsible for managing your own retirement, and that starts with making sure you’re strategic in your planning.

We can help. At Paradigm Wealth Partners, our approach to retirement planning is designed to help you get to—and through—retirement with a greater level of financial confidence, so you can relax knowing you have a road map to pursue your goals.

Start by considering how much to save for retirement, where to save it, and how to preserve the nest egg you're working so hard to build. Learn the strategies in Saving for Retirement.

And then, as you zero in on retirement, you'll need a different set of strategies designed with a goal to manage risk and make your money last through retirement.

Learn how to optimize your retirement income.

Education

Walton College of Business, University of Arkansas, B.S.B.A. in Finance

Badges

Hobbies and Interests

  • Family

SEC Lookup

https://adviserinfo.sec.gov/individual/summary/5692419

Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Couples
  • Dual Income Family
  • Intergenerational Families
  • Living in Retirement
  • Parents
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