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About WealthRoute

At WealthRoute, we lead with financial planning. We believe that before making any recommendations, it’s essential to understand each client’s unique goals and circumstances. As an independent advisory firm, we’re free from the sales quotas and product obligations common at large firms, allowing us to focus solely on your financial plan. Our commitment is to create high-quality, low-cost portfolios, designed to help you pursue your goals with confidence.

Get In Touch

Please fill out the form below, and we’ll reach out to schedule your Discovery Call.

What to Expect Next:

1. Schedule Your Discovery Call

We’ll start with a meeting to get to know you and understand your financial situation.

 

2. Review Your Goals

We’ll review your unique goals and needs to see if we’re the right fit to work together.

 

3. Take Your Time

You’ll have time to consider if WealthRoute is the best partner for your financial journey.

Current Annual Income
$0 - $100,000
$100,000 - $250,000
$250,000 - $500,000
$500,000 - $1,000,000
$1,000,000+
Current Net Worth
< $2,000,000
$2,000,000 - $5,000,000
$5,000,000 - $10,000,000
$10,000,000+
What services are you looking for?
Financial Plan + Investment Management
Financial Plan Only
Not Sure Yet

Please share any relevant details you would like us to know. If someone else will be participating in the financial planning process, please provide their name and email.

Meet Your Advisor

Johnathan Hines, CFP®

Johnathan is dedicated to providing transparent, personalized 

guidance, always putting clients’ needs first. With over 15 years of experience as a financial advisor, he has helped a wide range of clients navigate each phase of life, from building wealth to planning for retirement. As a CERTIFIED FINANCIAL PLANNER™ professional holding Series 7 and Series 66 licenses, Johnathan brings both expertise and a commitment to high ethical standards, ensuring each client receives a personalized, trustworthy approach to financial planning.

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FAQ

  • A financial advisor provides guidance on managing your money, including budgeting, saving, investing, and planning for life goals like retirement or college. Advisors can also manage investments on your behalf, helping to build a diversified portfolio tailored to your goals and risk tolerance. 

    **Disclosure: There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

  • Independent advisors, like WealthRoute, aren’t tied to sales quotas or proprietary products, so our recommendations are always focused on what’s best for you.

  • A CFP® has met rigorous qualifications for financial planning and adheres to strict ethical standards, providing clients with trusted, qualified guidance.

  • Our process starts with understanding your unique goals and financial situation. We then build a personalized financial plan and provide ongoing support and adjustments to keep you on track.

  • We lead with financial planning, focusing on creating a personalized strategy for your specific needs, rather than suggesting investments before understanding your goals.

  • We work with a variety of clients, including professionals, business owners, and families, helping them pursue their financial goals at different life stages.

  • We offer transparent pricing with upfront fees for financial planning and a percentage-based fee for ongoing investment management, so there are no surprises. Learn more about our pricing here. 

  • We work with clients across different financial backgrounds, and our services are tailored to meet your unique needs, whether you’re just starting or well into your financial journey.

  • For clients with ongoing management, we offer quarterly reviews and are available for questions and adjustments year-round. One-time financial planning clients receive a set number of follow-ups to support implementation. You can learn more about our services and what is included in each plan here. 

  • For our first meeting, it’s helpful to bring an overview of your finances, including assets, debts, income, and any financial goals you have in mind. If anyone else will be involved in the process, like a spouse or partner, we recommend discussing your goals together beforehand to ensure alignment.

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