Jonathon Merickel, CFP®
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.
Chicago, IL
“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.”
How can I help?
Retirement Planning
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.
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.
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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Monthly recaps on financial markets. Stay in the loop with Jonathon.
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.
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.
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.
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.
I focus on tax planning and optimization because they are crucial aspects to consider when managing your finances. By strategizing efficient ways to minimize tax liabilities and maximize savings, my clients can plan for the future. Additionally, I also help clients with retirement planning, Investment management, and cash flow planning because they are essential for maintaining a healthy financial balance.
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
I am firmly committed to the fiduciary standard and treat every client the same, regardless of net worth. Whether someone has $50,000 or $50 million, my responsibility is to provide thoughtful, objective advice that serves their best interests.
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.
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.
Book a 30-min introductory call with Joshua.
Meet and greet. Get to know each other and learn about the benefits of wealth management through Savvy.
Neither Savvy Wealth, nor Savvy Advisors compensates directly for testimonials or endorsements provided herein, by advisers. However advisors may have an indirect financial incentive to provide testimonials.
