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Johnathan K

CFA®, Series 63, Series 66

Ronkonkoma, NY

Komich Capital Advisors

Johnathan Komich is a CFA® charterholder and registered financial advisor with seven years of industry experience. He is the principal of Komich Capital Advisors, an independent firm he founded in 2019, and previously worked at Eaton Vance Management. In addition to his advisory role, he is an insurance agent with Barson Associates, focusing on personal and commercial insurance lines. Komich Capital Advisors provides financial planning and investment management services to individuals, trusts, investment companies, pension plans, and business entities. The firm emphasizes comprehensive household-level planning and custom portfolio construction based on after-tax expected returns and historic volatility, using ETFs, individual debt securities, mutual funds, and third-party managed accounts.

General retirement planning Income planning General tax planning Wealth management Cash flow / budgeting
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