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Blake Jones (CBDA, CFP®, EA)

Blake Jones focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • Fixed Fee (Subscription, Retainer, etc.)
  • Investment Advice with Ongoing Management
  • Middle Income Client Needs
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

I specialize in creative strategies to pay less interest on your debt, automate your investments to be on track for retirement, and lower your taxes. I will boost your financial confidence and open up the way you look at your finances to see how your debt, investments, credit, taxes, insurance, and savings all affect each other.

Additional Information

Hi, I'm Blake Jones. I live in Springville, Utah and enjoy raising three children with my wife Rachel.

I am a CERTIFIED FINANCIAL PLANNER™ and an Enrolled Agent (tax professional). I am a fiduciary and have worked at Northwestern Mutual (investments & insurance), US Bank (banking & debt), and Dave Jones Accounting Services (taxes).

  • I have seen many people take out their 401(k) for different reasons and manage debt and taxes in costly ways.
  • I love unlocking powerful ways working families can manage their debt effectively, automate their investments, pay less in taxes and prosper financially.
  • I can help you, whatever your financial situation. Let's talk in a complimentary virtual meeting to see the value I can provide in your financial life.

I am a proud member of XY Planning Network, the National Association of Personal Financial Advisors, and featured in Fee-Only Network.

NAPFA Start Date

July 30, 2020

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

33 N 800 W Springville, UT 84663-6145 Phone: +1 (385) 398-4015
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