Jonathon Eesley

Partner

Jon Eesley has dedicated his professional career to impacting lives. So, it’s no surprise he is committed to helping prominent business leaders—who often have complicated financial situations—with their personal and business financial matters. An empathetic problem-solver with broad-based business experience, Jon has spent the past four decades advising business leaders and owners on how to best manage the complexities of their personal financial makeup.

With his unique ability to review, understand, and respond to complex structures, transactions, and financial activities, Jon has accrued years of experience helping individuals and businesses achieve their financial goals. Current clients of Windsor Advisory Group continue to benefit from his insight.

As an active member of the community, Jon currently serves on the Board of Directors for Highlights for Children and Fortuna Bank. Jon is always active and enjoys being outdoors to tinker with cars, home projects, golf and skiing.

Previous Experience

2005 – 2012

Bernstein Global Wealth Management

Principal

1978 – 1993

KPMG LLP

Managing Partner, Columbus

1993 – 2004

Partner in Charge,
Various Practice Units

Education

The Ohio State University

Bachelor of Science in Business Administration
Summa Cum Laude

Our Services

Investment Management

Windsor’s investment philosophy includes four pillars.

Our Investment Philosophy

Customization

We create custom, highly diversified portfolios strategically built for each client’s priorities and passions.

Enhanced Diversification

We diversify with public and private investments across asset classes, and we incorporate your business interests and other assets.

Tax Consciousness

We evaluate after-fee and after-tax opportunities and consider elements from asset location to active tax management strategies.

Discipline

We keep portfolios fully invested, manage changing goals efficiently, and avoid market timing and behavioral biases that can erode returns.

Windsor’s approach to building a highly customized investment portfolio.

Let’s start the conversation.

Our plans are bespoke. Our team is unmatched.
And our relationships last generations for a reason.

Get In Touch

Precious Boakye

Evan Yakubov, CPA

Cassady Smith

Alex Moeslein

Jake Bick

Taylor Fair

Rishabh Shah

Jacob Chockran, CPA

Matt McClimon, CPA

Stephanie Weir

Brandon Compertore

Cory Hinaman, CFA

Melissa Barton-Briggs, CPWA®

Kyle Ellis, CPA, CEPA®

Samantha Buck

Carter Gerlach, CFP®, CAP®

John Mozola

Clayton Hall, CIMA®