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Jared D
CFP®, PFS™, Series 65
Plainfield, IN
Onward Fi, LLC
Jared Defore is a financial advisor at Onward Fi, LLC with 11 years of industry experience. He holds the CFP®, PFS™, and Series 65 designations. Prior to founding Onward Fi in 2023, he worked for nine years at Market Street Wealth Management Advisors, LLC. Onward Fi serves individual clients by providing combined investment management and comprehensive financial planning services. The firm employs a primarily passive investment approach using index mutual funds and ETFs, supplemented by various analytical methods to guide asset allocation, while focusing on tax efficiency and periodic rebalancing.
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