Jonathan
Merrigan
CFP®
Here to act in your best interests
About me
I help my clients achieve their financial goals and dreams in a comprehensive and personal way. A financial planner since 2001, I draw on my experience to help set them on a course for success so they can rest assured that a satisfying retirement is attainable. In my spare time, my favorite thing to do is have fun with my two boys. I’m also an avid runner and a decent cook.
Certifications
CERTIFIED FINANCIAL PLANNER™
Education
Bachelor of Science, Finance - Bentley University
Visit one of our Locations
Boston I - Burlington
25 Burlington Mall Road
Suite 405
Burlington, MA 01803
Working with Us
The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.
Certain services provided on an educational and guidance basis only.
