Impact Advisors Group is proud to announce that Jon Bock has officially joined our team! Jon brings a wealth of knowledge and experience to Impact Advisors Group as a Certified Public Accountant and Personal Financial Specialist (CPA/PFS), and he is currently a candidate for CERTIFIED FINANCIAL PLANNER™ (CFP®) Certification as well.

“I am excited to join Impact Advisors Group and its team of uniquely experienced advisors,” he stated. “IAG’s client centric approach resonates with my commitment to providing tailored client solutions. The group’s dedication to understanding the needs of each client and creating personalized strategies set it apart from the traditional advisory firm. IAG’s emphasis on client customization allows me to best serve the specific challenges that my clients in the real estate industry and small business community face.”

From a young age, Jon’s love for numbers and reading fueled his fascination with the world of business. With his extensive knowledge and experience as a CPA/PFS, he is committed to making a positive impact on the well-being of his clients and helping them lead more fulfilling lives.

“IAG is the perfect home for me to deliver the most value to clients with its collaborative culture and deep breadth of experience,” he continued. “It truly is an amazing platform for me to grow professionally and contribute to the success of our clients.”

After graduating from West Chester University, Jon’s entrepreneurial spirit could not be contained within the world of traditional accounting, so he left to focus on his real estate investments. After working through his own planning efforts, he then had a calling to help other young professionals and real estate investors by utilizing and sharing his own lived experiences.

“We are excited that Jon has joined the Impact Advisors Group team,” said Brandon Jordan, CEO of Impact Advisors Group. “His knowledge and experience as a CPA/PFS as well as a real estate owner/operator/investor will surely accrue to the benefit of IAG’s clients, most notably our business owners and commercial real estate owner client base. Jon’s unique experience will also help IAG to work more collaboratively and effectively with the other members of our clients’ Success Team, particularly their tax and accounting professionals to help deliver tangible value. We are confident he will have a meaningful impact on his clients as well as our team.”

Jon’s mission is crystal clear, and that is to be a trusted advisor and advocate for his clients, guiding them through the complex landscape of financial decisions. He leverages his expertise to ensure that his clients are empowered to make informed choices and achieve their financial goals.

Jon currently lives in Bryn Mawr, Pennsylvania, with his wife, Catherine, and their son, Ronan. However, he is available for virtual meetings with any prospects or clients who are located outside of his immediate area. To schedule a meeting with Jon, book a date on his calendar today.