We're a fee-only firm.
This means we don't sell any products, so our advice is based solely on your needs and goals.
As a fiduciary, we are legally and ethically committed to putting your needs first.
We want to be your personal CFO.
The go-to. The one you know cares most about you and your needs.
For us, our relationship is our greatest investment.
Thriving Careers
Maybe you're a doctor with your own practice, an executive at a Fortune 500 company, or a creative at a growing agency.
Your career is on the rise and you want to make the best choices with your rising income.
Growing Families
Soon to be married or joining finances for the first time? Expecting a new member to your family? Raising young ones with no time to make important decisions? We got you.
(We work with individuals too!)
Interest in taking their finances to the next level
Making smart financial decisions can help you reach your goals and set new ones.
We can work together to level-up your finances.
our clients
helping families
transparency and integrity
empathy and listening to your whole story
putting your needs first
at
we value:
Jon founded Layari to offer a better experience.
After 14 years as a financial planner working for high net worth families and successful business owners, he decided to follow his dream of starting his own firm, to serve people like himself: ambitious, increasingly complex life, and curious to examine his relationship to money.
the founder
Jon is a CERTIFIED FINANCIAL PLANNER™
This means Jon has gone through intensive training, passed the certification exam, and has committed to the highest ethical standard to serve clients' needs first and foremost.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
