Jon Preston, CFP

Jon Preston, CFP I help families and business owners understand their finances so they can confidently make decisions that are in their best interests.

https://www.commonwealthfinancialgroup.com/licenses/

When it comes to long-term investing, make sure you have a blueprint that helps you invest toward your goals but allows ...
08/25/2026

When it comes to long-term investing, make sure you have a blueprint that helps you invest toward your goals but allows for flexibility as things change. Investing is a lifelong process. Taking a thoughtful, disciplined approach can help ensure your decisions remain aligned with your values and your goals.

08/20/2026

Big topics don’t need big stress. Together, we can help bring clarity to your greater financial picture. Let’s schedule a check‑in.

The saying, "comparison is the thief of joy" can be applied in a financial context. Afterall, there is no universal 'rig...
08/18/2026

The saying, "comparison is the thief of joy" can be applied in a financial context. Afterall, there is no universal 'right amount' of money to have at your disposal. Instead, it's about the amount that supports your lifestyle, your future goals, and your values.

Estate planning isn’t only about transferring wealth, it’s about transferring intentions.Many families are starting conv...
08/17/2026

Estate planning isn’t only about transferring wealth, it’s about transferring intentions.
Many families are starting conversations earlier, thinking about how their values, priorities, and goals carry forward across generations. In many cases, the process can be just as meaningful as the outcome.

Let’s chat about how I can work alongside you on your estate planning goals.

One hallmark of thoughtful planning is understanding your points of control. Markets and life rarely move in straight li...
08/11/2026

One hallmark of thoughtful planning is understanding your points of control. Markets and life rarely move in straight lines, and the ability to adjust thoughtfully is what drives long‑term success.

I’m here to help you and your family think through caregiving responsibilities and potential long term care costs — proa...
07/23/2026

I’m here to help you and your family think through caregiving responsibilities and potential long term care costs — proactively, not reactively. Let's connect.

Whether that’s with a partner, chosen family, or the people who matter most to you. Contact me to book a midyear review.
07/23/2026

Whether that’s with a partner, chosen family, or the people who matter most to you. Contact me to book a midyear review.

We had an unforgettable night on the water for Sail Boston and America’s 250th anniversary. Aboard the Oosterschelde wit...
07/22/2026

We had an unforgettable night on the water for Sail Boston and America’s 250th anniversary. Aboard the Oosterschelde with clients, friends, and family, we were surrounded by tall ships, a harbor full of energy, and a firework finale over Boston. A memorable way to be part of a historic moment in the city.

As we’ve seen recently, global events can influence economies in unpredictable ways. Many long-term approaches emphasize...
07/13/2026

As we’ve seen recently, global events can influence economies in unpredictable ways. Many long-term approaches emphasize diversification across regions—recognizing different markets don’t always move in sync. Let’s work together to see if it may be
worth considering whether global exposure fits into your broader plan.

School’s out and summer is in full swing. With a few extra expenses — from meals to activities and camps — it helps to ...
07/09/2026

School’s out and summer is in full swing. With a few extra expenses — from meals to activities and camps — it helps to check in on spending. Here are some simple ways to manage summer costs, and I’m here for support whenever you need it.

Address

197 First Avenue, Suite 250
Needham, MA
02494

Telephone

+19786977962

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