JONATHAN P.LUNDMARK, CPA,CFP

Overview

Jonathan P. Lundmark, CPA, CFP operates a sole-proprietorship independent RIA focused on financial planning and portfolio management for individual and family clients and small businesses. The practice manages a compact book of business and takes a conservative, third‑party manager approach: public mutual funds are the primary vehicle for core equity and fixed income exposure, while select allocations are made to externally managed alternative vehicles. Advisory activity is primarily non‑discretionary, and the firm charges a mix of percentage‑of‑AUM, hourly, and fixed fees depending on client needs. Industry ties include accounting and insurance firms, which support the practice’s planning and risk‑management work. Manager allocation interest centers on pooled, externally managed solutions rather than building concentrated single‑stock portfolios in‑house. Given the firm’s scale and client base, allocations to alternatives appear structured through third‑party fund managers and funds of managers rather than through direct operating investments.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices