Jason R. McWilliams

Growing up, I was blessed to have two incredibly hardworking and dedicated parents – my mother, a teacher, and my father, a firefighter. Their example of dedication to their family, work, and community instilled in me a strong sense of service and commitment to helping others. I watched my parents navigate the financial services industry, where they were sold products by commission-based salespeople when what they really needed was sound, unbiased fiduciary advice.

This realization led me to pursue a career as a fee-only financial planner and fiduciary, committed to putting my clients’ interests first. I am passionate about helping individuals and families achieve their financial goals through personalized planning and investment strategies, with a focus on tax planning.

I am a Pennsylvania-licensed Certified Public Accountant, as well as a CERTIFIED FINANCIAL PLANNER™ professional. I’m a member of the American Institute of CPAs and the Pennsylvania Institute of CPAs. I hold a Bachelor of Science degree in Accounting from Rowan University.

I live in Delaware County, Pennsylvania, with my wonderful wife, Whitley, and two beautiful children.