Jon Toerner

Jon Toerner is the founder and wealth advisor of Toerner Wealth Management, his own practice, serving clients across the Texas Hill Country in Spicewood, Austin, and surrounding areas. Built on a dedicated fiduciary framework, his practice focuses on providing objective, client-centric advice and transparent guidance that always puts the client's best interests first. By combining broad financial expertise with a practical understanding of business economics, he brings a highly relatable perspective to wealth management.

With over a decade of experience, Jon partners with families, individuals, and small businesses to build strategic roadmaps for every stage of their financial journey. He launched Toerner Wealth Management in August 2026 to deliver a nimble, highly personalized client experience that navigates complex, modern wealth needs with precision. His comprehensive background spans key advisor roles at highly respected, market-leading financial institutions. Over his career, he has successfully guided hundreds of individuals through dynamic market conditions by focusing on comprehensive, customized wealth management strategies.

Jon holds an MBA with a concentration in Finance. He furthered his commitment to industry excellence by completing the education for his Certified Financial Planner™ designation at Northwestern University in Chicago.

Originally from Louisiana, Jon and his wife, Kassie, have proudly called Central Texas home since the early 2000s. Outside the office, they love to travel, follow sports, garden, and tend to operations on their 100-acre family ranch, maintaining a deep personal connection to the Texas Hill Country lifestyle.