Jonathan McAlister, CFP<sup>&reg;</sup> - Financial Advisor

Jonathan McAlister, CFP®

CKA®

Director & Wealth Advisor 1449.91 Miles

Integrity Road Wealth Partners LLC

820 Gessner Rd, Ste 300
Houston, TX 77024-4477
FINANCIAL ADVISOR'S WEBSITE
(832) 915-0708 CONNECT WITH Jonathan
  • linkedin link

General

Jonathan McAlister is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Integrity Road Wealth Partners LLC in Houston, TX and the surrounding communities.

Financial Advisor Overview

Integrity Road Wealth Partners LLC is a Registered Investment Advisor providing fee-only financial planning and wealth management services to clients with financial complexity in their lives. Typical clients include retirees, corporate executives, engineers, attorneys, pilots, and households with complex dynamics, including blended families, multigenerational affluent families, widows, and divorcees.

More

Financial Advisor Experience

As a Wealth Advisor & Director at Integrity Road Wealth Partners, Jonathan pursues a client-centered approach to financial planning and wealth management. With experience serving affluent and high-income clients, Jonathan specializes in guiding individuals and families through significant financial transitions. Jonathan’s particular experience includes serving individuals and couples approaching retirement, women navigating financial life after divorce or widowhood, airline pilots, and high-earning young professionals experiencing a material increase in their income. Additionally, Jonathan draws upon his deep experience in the area of charitable planning, guiding faith-oriented individuals toward aligning their giving strategies with their values. Jonathan’s interest in financial planning began with an observation: monetary decisions create tension, often due to a lack of clarity rather than a lack of intentionality. He sees how couples, families, and friends strive for the same outcome yet struggle to move forward together. This insight regarding financial tensions and a lack of clarity sparked Jonathan’s passion for guiding people through prudent financial decision-making with confidence and unity. Today, Jonathan helps individuals and families understand their options, align their decisions with their values, and pursue goals which change the trajectory of their lives. His mission is to provide the clarity and strategic support clients need to move into the future with purpose and peace. Jonathan graduated magna cum laude from Liberty University with a Bachelor’s Degree in Business Administration. While working in the financial services industry, Jonathan became an Investment Advisor Representative after completing the Series 65 Uniform Investment Adviser Law Examination and obtained his MBA from Texas A&M University-Corpus Christi. Jonathan is a Certified Financial Planner® Professional, a professional certification requiring completion of estate, tax, retirement, investment, insurance, and practical application financial courses; rigorous examination; and a residency-like experience requirement. Jonathan is also a Certified Kingdom Advisor®. In his previous advisory roles, Jonathan served affluent families, professionals, and executives, and was responsible for the training and development of new advisors. Jonathan was born and raised in Texas. He met his wife, Tavia, at Liberty University. They have now been happily married for about five years. In Jonathan’s free time, he enjoys working out (he was a triathlete), spending time in God’s creation, volunteering at church to help individuals with financial literacy, visiting family, and exploring the world. Jonathan also serves as a Board Member and Scholarship Committee Member with the Kingdom Advisors Emerging Advisors Group.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®
  • Other - CKA®

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Insurance, Retirement, Stocks & Bonds, Sudden Wealth, Men's Finances, Personal Taxes, Women's Finances

More

Helpful Financial Planning Resources