JonPaul McBride | Boston, MA Financial Planner | Adviser Investments

JonPaul McBride

Financial Planner

JonPaul joined Adviser Investments in 2019 as a financial planner. He began his career as a trust administrator with Cumberland Trust in Nashville, TN, and previously worked in wealth services at Daintree Advisors and North American Management in Boston. JonPaul graduated from Yale University, where he studied history. He earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2017. JonPaul lives in Westwood, MA, with his wife, daughter and cockapoo, and he enjoys history podcasts, hiking and cooking.

View More

For more information on the awards and recognitions referenced above, please visit

Financial Planning

Estate Planning

Investment Management

401(k) Advisory

Tax Services

Retirement Planning

A Wealth Team
Centered Around You

Our first—and most important—step is getting to know you. Your personal relationship team will work with you to develop a full understanding of your financial needs and goals—as well as your passions, values and aspirations.

Adviser Investments' logo is a registered trademark of Adviser Investments, LLC.