Chicago, IL
Jonathon Merickel
Hi there! I’m Jonathon Merickel, CFP®, a Wealth Advisor based in Chicago, Illinois. For more than two decades, I’ve helped individuals, families, and business owners plan for retirement, navigate taxes, and build financial strategies that support both their goals and the realities of life.
I believe deeply in the fiduciary standard and treat every client with the same level of care and respect. Financial planning isn’t just about numbers; it’s about guiding people through every phase of life with clarity, consistency, and confidence.
I treat every client the same, whether they’re just getting started or navigating generational wealth, by acting as a fiduciary and building personalized, thoughtful plans that grow and change as life does.
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How can I help?
DREAMS INTO ACTIONABLE PLANS
Retirement Planning
Transition into your golden years with confidence. Our goal is to see to it that you’re prepared for the unpredictable. Let us turn your retirement dreams into actionable plans.
STRIVING TO MINIMIZE YOUR TAX BURDEN
Tax Optimization
We aim to take the ambiguity out of tax planning by utilizing tax-reducing strategies that encompass your overall tax liability. We do it by putting together a game plan that is specific to your needs.
MINIMIZING YOUR TAX BURDEN
Legacy & Charitable Planning
Whether it’s transferring assets to kids or grandkids, or maximizing your charitable donations, we have the expertise with complex strategies surrounding wealth transfer.
TAKE CONTROL OF YOUR FINANCIAL FUTURE
Financial Planning & Analysis
Personalized wealth management helps our clients protect their assets. We use a holistic approach to financial planning that integrates tax strategy, trust & estate planning, and risk management.
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Get to know
Jonathon
I’ve always loved helping people accomplish their goals. Financial advising is unique in that it allows me to work with individuals and families across every stage of life, from early accumulation years to retirement and beyond.
Over the years, I’ve seen firsthand how life rarely goes exactly according to plan. That’s why I believe great financial planning must be flexible, personal, and grounded in real human experience. My role is to help clients navigate both planned milestones and unexpected changes with confidence and clarity.
In addition to working with clients, I’m actively involved in the financial planning community and currently serve as a Board Member of FPA Illinois, supporting the profession and its future.
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How did you become a financial advisor?
I’ve always enjoyed helping people set goals and work toward achieving them. Financial advising allowed me to do exactly that, while also building long-term relationships with clients as they move through different stages of life. In my opinion, it's one of the few professions where you truly see the impact of your work over time.
What types of clients do you work with?
I work with accumulators, retirees, and business owners. My clients are often navigating important transitions - growing wealth, preparing for retirement, or managing life changes, and value having a trusted advisor by their side.
What areas of expertise do you have?
My expertise includes comprehensive financial planning, investment management, retirement planning, tax planning, and legacy and charitable strategies. I focus on helping clients align their finances with both short-term needs and long-term objectives.
What kinds of strategies do you help clients with?
I help clients with:
Investment management aligned with long-term goals
Retirement planning and income strategy
Tax planning and optimization
Budgeting and cash flow management
Legacy and charitable planning
What is your favorite part of working with clients?
This is one of the few careers where you get to work with people through all phases of life. I enjoy being there for both the milestones clients plan for and the unexpected moments life brings along the way.
What is it like partnering with Savvy?
The people at Savvy are incredibly special. From a technology and platform standpoint, I firmly believe the organization is well positioned for the next 20 years. Savvy’s forward-thinking approach allows advisors to focus on what matters most, clients and meaningful relationships.
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