Jonathan Liles

Jonathan is a CERTIFIED FINANCIAL PLANNER™ professional with over 25 years of experience in financial planning and wealth management. He works closely with clients as they prepare for retirement and throughout their retirement years, helping them make thoughtful decisions about their income, investments, taxes, and long-term financial goals.

Jonathan’s retirement planning work goes beyond determining whether a client has saved enough. He helps clients develop a strategy for turning their assets into sustainable income, deciding how and when to draw from different accounts, managing investment risk, and finding opportunities to improve the after-tax outcome of their overall financial plan. He also works with clients on estate planning and gifting strategies to help them make the most of their wealth during their lifetime and for the next generation.

Jonathan has a particular focus on investments and portfolio construction. Before joining forces with Wealth Enhancement Group, he was part of the portfolio construction team at Carroll Financial Associates, where he gained extensive experience building and managing investment portfolios.

Jonathan earned his BA from the University of North Carolina at Chapel Hill and is a longtime Tar Heel fan. Outside of work, Jonathan enjoys playing golf, spending time with family and friends, and getting away to the mountains.