Jon DeMoss CFA®, CFP®

Senior Wealth Advisor

Based in Lisle, Jon helps individuals and families navigate retirement, major life transitions, tax planning, estate decisions, concentrated stock, and complex risk management needs

Ways to Connect

In-person visits
Video Meetings
Phone Meetings

Request an introduction

Who Jon Typically Helps

Pre-retirees and retirees, individuals navigating divorce or the loss of a loved one, executives with concentrated stock or equity compensation, blended families, multigenerational families, individuals with complex tax, estate, or risk management needs

Serving Clients in

Chicago • Wheaton • Naperville • Oak Brook • Orland Park • Minneapolis • Milwaukee • Madison • Communities throughout the Upper Midwest

Available nationwide through virtual meetings

Questions Jon Helps Answer

How can I create tax-aware retirement income?
What should I prioritize during divorce or after losing a loved one?
How can I coordinate estate and legacy planning for a blended family?
How should I manage concentrated stock and executive compensation?
How can I address insurance, liability, cybersecurity, and fraud risks?

07/27/2026

I am delighted to work with you!~ Perfect service and professionalism. Many, many thanks!

07/16/2026

I have been so happy working with the team at Mission Wealth. As I was going through big transitions, and trying to align my financial plan with my goals and life, our work together has given me great peace of mind. That someone had my back. And that "I was on the right path" - these simple words, coming from a trusted partner, have helped me immensely!

06/09/2026

Mission Wealth has been incredibly thoughtful and diligent in establishing a well-balanced portfolio for my personal investments. They've taken the time to understand my goals and risk tolerance, ensuring that every investment recommendation aligns with those interests while maximizing growth. Thanks to Mission Wealth's guidance and expertise, I am in a much stronger financial position today than before.

04/21/2026

It's a huge relief to me to have Mission Wealth overseeing everything for me. There's a level of conscientiousness and follow-thru that I needed. I'm also thrilled with the growth I've seen in my portfolio.

04/21/2026

Every aspect of our relationship with Mission Wealth has been built with trust, respect, and professionalism. We deeply appreciate having such skilled people in our corner, helping us to navigate our financial future.

03/15/2026

Very personalized, quick response times when we have questions. My husband and I have been working with Mission Wealth for several years and have had a very positive experience.

The testimonials included here are from current clients. Clients were not compensated and there are no material conflicts of interest. See our website for a representative list of all testimonials received.

Jon DeMoss is a Senior Wealth Advisor at Mission Wealth, serving the Minneapolis and Chicagoland area. He provides tailored financial planning, investment management, estate planning, and tax strategy solutions to business owners, professionals, and retirees. Jon’s commitment to building long-lasting relationships with his clients is reflected in his personalized approach to wealth management. He leverages his expertise to help clients achieve their financial objectives, by taking the time to understand their unique needs and goals.

My passion in life is helping individuals accomplish their personal financial goals as smooth as possible.

—Jon DeMoss, Senior Wealth Advisor

Jon’s Frequently Asked Questions

What should I expect when I begin working with Jon as my financial advisor?

Jon and his team take a financial director approach, helping coordinate the different areas of a client’s financial life. This may include retirement guidance, investments, customized portfolio strategies, tax planning, estate planning coordination, risk management, and complex family dynamics. Clients can expect personalized guidance designed to bring greater clarity and structure to important financial decisions

Will I work directly with Jon, and who else may support my financial plan?

Mission Wealth is a fiduciary. What does that mean?

How often will we meet and review my financial plan?

Can I work with Jon if I live outside Lisle or my situation is not listed above?

Professional Background

Prior to joining Mission Wealth, Jon DeMoss worked for Advance Capital as a Financial Advisor specializing in retirement planning and investment management services to corporate executives and members of employer-sponsored pension and 401k plans. Before becoming a financial advisor, Jon was an advisor consultant responsible for distributing options-based and intelligent index based Exchange Traded Funds.

Jon holds a Bachelor of Arts degree in Business Economics from Wheaton College. He is also a CERTIFIED FINANCIAL PLANNER™ and holds the Chartered Financial Analyst designation.

Personal Pursuits

Jon is proud to call Wheaton, IL home where he resides with his bride, Becca, and their five children. The DeMoss family is active in their community and are members at College Church in Wheaton, IL. Jon’s grandfather was the Head Football Coach at Purdue University making Purdue Basketball and Football a staple in the DeMoss household.