Jonathan Sherrod, CFP®

Jonathan Sherrod, CFP®, founded Sherrod Wealth Management around a simple idea: you can’t predict everything, but you can prepare for almost anything.

He helps families make better financial decisions by coordinating the moving pieces of their financial lives—from investments and retirement to tax and estate planning. When specialized expertise is needed, he works alongside clients’ other trusted professionals to help keep everyone moving in the same direction.

Jonathan is a fee-only fiduciary and does not sell financial products. Clients can work with him through ongoing planning, investment management, or focused consulting depending on what they actually need.

Rather than trying to build the biggest firm possible, Jonathan intentionally limits the number of families he serves. The goal is simple: thoughtful advice, direct access to the owner, and a relationship that gets better as he gets to know you.

Jonathan grew up in Florence, Alabama, the hometown of W.C. Handy, and he now lives in Des Moines, Iowa, with his wife MJ and their two children, James and Ruth. Away from the office, you will usually find him with his family, in the gym, reading philosophy, hiking in Rocky Mountain National Park, playing music, or discussing college football (Roll Tide).