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Jonathan M
CFP®, ChFC®, Series 63, Series 65
Doylestown, PA
Axiom Investment Solutions LLC
Jonathan Mcsurdy is a CFP® and ChFC® affiliated with Axiom Investment Solutions LLC, with 16 years of industry experience. He has worked at firms including Archstone Financial Services LLC, PNC Wealth Management, and J.J.B. Hilliard, W.L. Lyons, LLC. Since 2017, he has also consulted on budgeting and cash flow planning for the Alpha Center for Divorce Mediation and serves on the board of the Doylestown Historical Society. Axiom Investment Solutions LLC is an independent, fee-only firm providing investment management and financial planning to individuals, high-net-worth clients, and charitable organizations. The firm emphasizes indexed mutual funds and ETFs for broad market exposure and low expenses, operates mainly on a non-discretionary basis, and incorporates options as part of its risk-mitigation strategy.
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