Jon D. Walton, CFP®, CLU®

Jon D. Walton, CFP®, CLU®

Founding Partner/CEO

Jon entered the financial services industry in 1980.  Following through on a dream to provide clients with truly comprehensive and independent financial planning, Jon founded Independence Wealth Services in 1994 as a sole practitioner.

The firm has since expanded and now includes a CPA, a CFA, and several client service associates supporting our lead financial planners.

Within the organization, Jon specializes in wealth management, retirement, and estate planning. He is a CERTIFIED FINANCIAL PLANNER™ practitioner, and he has earned the designation of Chartered Life Underwriter® (CLU®). Jon finds great satisfaction in the fact that the IWS business model aligns the clients’ best interest with the firm’s best interest, unlike the commission-driven models of many financial services firms.

Jon strives to create and maintain excellent relationships with his clients, investment providers, and within the local community. He donates considerable resources and time to the Boys and Girls Clubs of Delaware, among other charitable activities, and is an avid motorsports enthusiast. Jon also enjoys spending time with his Australian labradoodle, Biame.