Jason Newcomer, CFP®, EA Dogwood Wealth Management

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About Jason Newcomer, CFP®, EA, AIF

After more than a decade of working at my previous firm, where at some point I did just about every job under the sun, I launched Dogwood alongside my good friend and business partner Eric. I am a CERTIFIED FINANCIAL PLANNER® professional, an Accredited Investment Fiduciary, and an Enrolled Agent. I also have served as a board member for the Greater Kansas City Financial Planning Association.

What I enjoy most about being a financial planner is getting to know the families who I work with and helping them see and think about money as a tool that can be used to build a truly fulfilling life.

I am a lifelong Kansas City resident, save the four years I spent in Springfield at Missouri State University. I am married to my high school sweetheart, Lauren. Together we have a beautiful daughter, Remi Job. If I wasn’t a financial planner, I’d probably be trying to find a way to make a living as a hunter, fisherman, and beer brewer.

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Ideal Clients

  • Baby Boomers
  • Estate Planning
  • Retirement Planning
  • Tax Planning

Ways Advisor Charges

  • Hourly
  • Assets Under Management

Fee Options

  • Hourly Fee: $250+/hr
  • Assets Under Management: 1.20%

SEC Records

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