Jonathan Kiehl, CFP®, CKA® Evenkiehl, LLC

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About Jonathan Kiehl, CFP®, CKA®

Jonathan spent over a decade working for Rolex Watch, USA prior to becoming a financial advisor. Serving as Rolex’s technical instructor allowed him to develop analytical skills, an eye for detail and a passion to educate: all skills he now enjoys applying to his clients’ financial plans. Jonathan specializes in tax-efficient, values-aligned financial planning and investment management. He employs a personalized planning approach that provides clients with peace of mind and clarity.

As a CERTIFIED FINANCIAL PLANNER™, Jonathan is dedicated to maintaining a high standard of education. In addition to being a CFP®, he received his Bachelor of Science in Business Administration from Elizabethtown College (Elizabethtown, PA), and his MBA in Personal Financial Planning from Indiana Wesleyan University (Marion, Indiana).

Jonathan met his wife Katelyn as a result of a self-supported bicycle “bikepacking” trip across the United States. They now use their home in Lancaster, PA as a launch pad for their next adventures and enjoy sharing their love of the outdoors, food and travel with their three energetic boys, Talbott, Pierson and William and daughter, Avery.

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Recently Published

Don’t Quit Coffee Cold Turkey

November 10, 2022

Financial gurus are quick to point out how much money we could save if we just quit buying some of our favorite things. Aside from being some of the most annoying financial advice you'll hear, it's not terribly effective either.

The post Don’t Quit Coffee Cold Turkey first appeared on Evenkiehl.

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Midterm Elections And The Market

October 28, 2022

The scariest specter this time of year might just be the onslaught of apocalyptic political ads leading up to the 2022 midterm elections. If dire predictions on the market’s reaction to the election has you spooked, consider some past midterm results.

The post Midterm Elections And The Market first appeared on Evenkiehl.

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Benchmark-clearing Brawl

October 14, 2022

If the calendar year was a baseball game, we’d just about be at the 7th inning stretch. It’s easy to gauge your favorite team’s success so far this year, but are you equally confident in measuring financial success?

The post Benchmark-clearing Brawl first appeared on Evenkiehl.

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Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

  • Holistic Financial Planning
  • Investment Planning & Management
  • Outdoor Enthusiasts

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $210+/mo
  • Quarterly Fee: $625+/qtr
  • Flat Fee: $2500+/engagement
  • Assets Under Management: 0.70%

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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