DEDICATION. TRANSPARENCY. TRUST.
Jones Financial is a national practice bringing the expertise and depth of capability needed to help high-net-worth families, business owners, and successful professionals discover, plan and implement sophisticated wealth management strategies for a secure financial future.
We understand the unique and complex wealth management needs and challenges that come with acquiring, managing, and preserving substantial financial assets. As a member of the Northwestern Mutual Private Client Group, we bring an elevated wealth management experience that combines our specialized expertise and client service with the financial strength and extensive resources of Northwestern Mutual.
Our comprehensive financial planning and asset/risk management services along with our core principles of personal service, mutuality, and fiduciary responsibility are focused on our client's best interest.
PRIVATE WEALTH MANAGEMENT
As a member of the Northwestern Mutual Private Client Group, Jones Financial provides elevated private wealth management services and exclusive access to expanded expertise and resources of Northwestern Mutual Wealth Management Company. This benefits our clients by providing:
- Tax efficient strategies.
- Expert individual security selection with active and passive management strategies
- Uniquely designed Estate Plans
- Sophisticated Lending Solutions
Our clients access exclusive wealth management and specialized portfolios through Private Client Services tailored to people with highly complex needs that come with wealth.
From entrepreneurial roots to an elite national practice in the west suburbs of Denver, Colorado, Jones Financial has built a world-class team of planning and investment professionals committed to meeting the complex needs of business owners, corporate executives, and high-net-worth individuals in Colorado and across the country.
Personal Experiences And Entrepreneurial Drive
At a young age, Mike's mother was diagnosed with Parkinson's that grew worse over several decades. This experience instilled the importance of planning for the unexpected and the Jones team builds this philosophy into every one of our client's financial plans.
Mike grew up in a family business that his grandfather built from scratch. This helped build his business instincts. He started and expanded a successful landscape services business at age 12, selling the business at age 20 in order to participate in a financial services internship at Northwestern Mutual during his junior and senior years at college. That was his eureka moment and impetus to launch a solo advisory practice. Mike understood the importance of successfully navigating the complexities inherent in being a business owner, including managing regulations and taxes, navigating the increased scrutiny by third parties, and pursuing excellence in personal service.
Recognized as an Industry Leader
Today, Mike leads an expert team based in Golden, Colorado, where he planted a permanent flag by building a world-class building in 2014 for clients to visit.
During its growth trajectory, Jones Financial has won state and international awards awards recognizing the firm as one of the most elite financial planning, investment, and wealth management firms in the US, which continues unabated today. Jones Financial clients value the sophisticated expertise and the broader perspective we bring every day to address the complex opportunities and challenges in acquiring, managing and preserving financial assets.
Married for over 20 years to his wife Becki, Mike has a daughter Maci and a son Blake. He loves skiing with his family and fishing/hunting with his dad. He also enjoys playing tennis and is a big fan of the Denver Broncos and the Colorado Avalanche.
"They have my best interests in mind, that's the most important thing to me.”
Greg Pritchard, Retired Sales Representative, Johnson & Johnson Medical