Early Retirement or Financial Independence
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My Approach
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
The Clients I Serve
Black Americans, Business Owners, High Earning First Generation, Philanthropists, Physicians & Healthcare, Pre-Retiree, Retirees or Seniors, Single Parent, Working in Retirement
Major Milestones I Specialize In
Also: End of Life and Legacy Planning, Retirement Planning
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
Jon C. Mommaerts, CFP® leads with a perspective shaped by over 34 years of navigating the financial landscape. Jon lives in Marquette Michigan with his wife Jennifer. Although Jon continues to work with all the advisors and clients serviced out of Marquette, MI, he has shifted the center of gravity in his practice to help solve for the high-stakes complexities facing High Net Worth and Ultra High Net Worth individuals. Rather than standard financial planning, Jon helps delivers a sophisticated ecosystem of tax-optimized strategies, customized portfolio architecture, and legacy-focused estate integration. His methodology is built for affluent families and founders who require more than just management—they need a partner who understands the nuance of wealth preservation in an evolving economy. Jon’s advisory style is sharpened by his own history as a high-level operator. With a background as a multifaceted entrepreneur—spanning building supplies, hospitality, manufacturing, services and commercial real estate—he doesn’t just analyze businesses; he understands the friction and flow of running them.
Disclosures
Mommaerts Mahaney Financial Services, Inc. provides advisory services through ERTS Wealth Advisors, LLC, a registered investment advisor
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.