Megan L. Jones is the President and Founder of Jones Advisory Group, an independent financial planning firm she founded in 2008 with a simple belief: financial planning should be personal, understandable, and centered on what matters most to each client.

Before founding Jones Advisory Group, Megan spent more than a decade working for a Fortune 500 company, where she developed a strong foundation in business, finance, and leadership. Megan graduated from Washburn University with a bachelor’s degree in Accounting and a Master of Business Administration. She also holds the Certified Exit Planning Advisor (CEPA®) designation, which enhances her ability to help business owners plan for the future of their businesses and how those decisions connect with their personal financial goals.

Over the years, Megan has helped grow Jones Advisory Group from a one advisor practice into a multi advisor firm serving individuals, families, retirees, and business owners throughout Kansas. While the firm has grown, the purpose behind it has remained the same: to help people live out their financial goals and dreams and to do so with integrity and grace.

Megan believes financial planning is about far more than investments. Clients deserve a coordinated strategy that considers how taxes, retirement income, investments, health care, estate planning, and family priorities work together. For business owners, that conversation may also include succession planning, preparing for an eventual transition, and determining how the business fits into their family’s long term financial future.

That philosophy is reflected in JAG’s TRUST Process®, which provides a framework for addressing Tax Efficient Strategies, Risk and Investment Management, Understanding Medicare and Long Term Care, Strategic Income Planning, and Transfer of Wealth. Megan also believes clients are best served by the strength of an entire team rather than relying on a single advisor. She has been intentional about building JAG with multiple advisors and professionals working together to provide continuity, perspective, and personal service throughout each client’s relationship with the firm.

Megan’s commitment to leadership and service extends beyond Jones Advisory Group. She serves as Chair of the Board of Directors of Blue Cross and Blue Shield of Kansas. She is also a Trustee of the Washburn University Foundation and Chair of its Investment Committee, and she serves on the Chairs Council of Topeka.

At the heart of Megan’s work are the values of Faith, Trust, and Service. She believes success is measured not simply by the growth of a business, but by the relationships built, the people served, and the positive impact made on families and the community.

Outside of JAG, Megan’s greatest joy is her family. She and her husband, Chris, work alongside one another at Jones Advisory Group, and together they have two daughters who are their greatest source of pride. Megan treasures time with her family and believes the relationships we build and the people we love are ultimately what matter most.

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