Jonathan Green, RFC
Owner, Financial Advisor
Jon has been a Financial Advisor for over 20 years, and founded True Wealth Advisor Group with his partner and wife of 32 years, Maggie, in 2022.
In addition to his deep knowledge of the industry, Jon’s creative, holistic planning style enables him to provide clients with highly developed planning solutions that are tailored to their individual goals. Working in conjunction with tax and legal professionals, he demystifies the complexities of comprehensive financial planning to ensure that clients get a thorough picture of how financial planning, estate planning and tax planning work together. Most importantly, Jon speaks to all his clients in a way that is direct but approachable. His easy-going and supportive nature help clients to feel at ease in his care. Jon has earned the prestigious certification of Registered Financial Consultant and is a member of Ed Slott’s Master Elite IRA Advisor Group.
Jon is allergic to suits and ties, and he feels that his dog, Otter, is the most perfect animal that has ever lived. He and Maggie live in Harvard, MA, where they raised their two sons, Caleb and Harry. When he’s not working, playing his guitar or taking care of their many animals, Jon can be found fly fishing the saltwater tides of Cape Cod.