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Working primarily with those who are preparing for and living in retirement, our purpose is to help ensure the assets you’ve built up over the years will enable you to live the life you want.

We believe two things are crucial to wealth advice:

the personal touch you often find in a small community, and the financial expertise you would expect from a Wall Street firm. We strive to deliver both.

Door County Mindset
Big City Sophistication

“When it comes to retirement, even high-net-worth and emerging high-net-worth families have blind spots. Because of our teamʼs depth and experience, weʼre able to provide the comprehensive financial guidance needed to ensure your assets are allocated appropriately, risk and tax are well-managed, and your wealth strategies are in line with the life you want to lead.”

Jon Blahnik AWMA
Senior Financial Advisor, Accredited Wealth Management Advisor

Jon Blahnik was named to the 2024 edition of the Forbes list of Best-in-State Top Wealth Advisors1.

Get your Retirement Progress Check here.

View our specialized retirement services.

Our roots in Door County.

Learn more about us.

Blahnik Investment Group and Raymond James

Discover the advantages of partnering with one of the largest financial services firms in North America.

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