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About Us

About Us 
Establishing Trusting,
Long-Lasting Relationships

Welcome to our financial advisory firm, where our business philosophy is deeply rooted in empathy and personalized service. We believe in helping people make decisions in their financial lives as if we were in their shoes. Our approach is simple yet profound: get to know our clients' goals, dreams, and fears and align that understanding with our comprehensive financial advice and planning. We take pride in working exclusively with individuals who genuinely seek professional advice and are committed to making informed financial decisions. Our aim is to treat every client the way we would want to be treated – with respect, understanding, and unwavering support.

Our Mission 
Holding Our Values
Close To Heart

Our firm is guided by the core values of integrity, ethics, and care. These principles are the foundation of everything we do, ensuring that our clients receive the highest standard of service and advice. Integrity means that we always act in your best interest, providing honest and transparent guidance. Our commitment to ethics ensures that our advice is not only sound but also morally responsible. Care is at the heart of our practice, as we strive to build long-lasting relationships with our clients based on trust and mutual respect.

A Look Into Our Process

At our financial advisory firm, we believe in a structured yet flexible process to ensure that your financial planning is both personalized and effective.

Step 1:
Initial Meeting

Most new relationships begin with an introductory meeting or call. This is an opportunity for us to get to know each other, discuss your concerns, and determine whether our services can meet your needs. It's a crucial first step in building a foundation of trust and understanding.

Step 2:
Formulating A Roadmap

Following our initial discussion, we schedule another meeting or call to formulate a detailed roadmap. This plan is based on the information gathered during our first interaction and any additional data collected in between. The roadmap will outline clear steps and strategies tailored to your unique financial situation and goals.

Step 3:
Implementation & 
Monitoring

Once we have agreed upon the solutions, we move forward with implementing them. Our commitment doesn't end there; we continuously monitor and update these solutions based on any changes in your financial life or fluctuations in the financial markets. This dynamic approach ensures that your plan remains relevant and effective.

Step 4: 
Regular Touchpoints

We believe in maintaining an ongoing dialogue with our clients. We meet in person at least once a year to review your financial plan and make any necessary adjustments. Additionally, we prefer to touch base four times per year or as frequently as you feel comfortable, ensuring that you always have the support and guidance you need.

Who We Help 
Who You Will Be Working With

Jon E Drinkwater CFP®

CEO/President

As the President, CEO, and Financial Advisor at Drinkwater Wealth Management, my primary responsibility is to cater to the financial planning needs of my clients, specializing in wealth management and retirement planning. With over 25 years of experience in the financial services industry, I have honed my skills and knowledge to provide the best possible advice and service for my clients. I hold the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, which signifies my commitment to upholding the highest standards of competence and ethical practice in the field. Before embarking on my career, I earned a Bachelor of Science in Economics from the University of Massachusetts at Amherst.

One of the most rewarding aspects of my job is helping clients implement a plan to reach their financial goals. Every client is different, which keeps my work fresh and exciting. It’s incredibly fulfilling to watch a financial plan come together and become a reality, whether it’s achieving a retirement planning goal or preparing for a child's college education. Seeing the success of our collaborative efforts is truly gratifying. I take great pleasure in alleviating the stress that often accompanies the financial aspects of my clients' lives. I firmly believe that the greatest value I can provide is the peace of mind that comes from knowing they have a knowledgeable advocate acting in their best interest to manage their financial affairs.

Originally from Massachusetts, I now reside in Jupiter, Florida with my wife, Amy. Together, we have two wonderful children: our son James and our daughter Delaney. In my free time, I enjoy staying active and spending time at the beach. I also have a passion for cooking and recently signed up for a boat club, which I anticipate will become a new favorite hobby.

James Drinkwater

Director of Client Relationships

561-808-3233 (voice only)

I am a graduate of the University of Central Florida, where I studied finance with a minor in wealth management and developed a strong foundation in financial strategy and a genuine passion for helping people feel confident about their financial future. As Director of Client Relationships, my focus is on building a meaningful relationship with you, delivering an exceptional experience, and supporting your long-term financial planning goals. Before stepping into this role, I honed my financial expertise as Chief Financial Officer for UCF Student Government, overseeing a $19 million budget serving over 70,000 students, and as a Financial Analyst intern at Lockheed Martin, where I supported multimillion-dollar contracts. I also served as President of Delta Sigma Pi, America's foremost co-ed business fraternity, where I developed a deep commitment to leadership and professional excellence. I've passed the SIE exam and am actively working toward my CFP designation, so that I can continue to grow and better serve you. A Jupiter, Florida native, I bring hometown roots and a genuine enthusiasm for helping you navigate your financial journey with clarity and confidence.

Contact Us 
Ready To Get Started?

Schedule an appointment with our experienced financial advisors to start building a roadmap towards financial security and prosperity for you and your loved ones. Take the first step towards securing your future by booking a consultation with us today.

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