Shaun M. Jones, founder of Jones Fiduciary Wealth Management

Author

Shaun M. Jones, CFS, CFP®

Founder of Jones Fiduciary Wealth Management. He spent nearly two decades on the legacy side of the industry before building a fee-only fiduciary firm where the tax strategy comes first and the portfolio follows. Author of UnBrainwashed Investing.

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Articles

Everything Shaun has written

Article · 2 min read
The One Thing Most Advisors Hope You Never Ask
Not all financial advisors operate the same way.Some work on commissions, others are Fee-Only. What’s the difference? Commission-Based Advisors Fee-Only Advisors Here’s...
Sep 3, 2026 · Advisors & Fees
Article · 1 min read
When Rate of Return is Useless
There is ZERO point in getting excited about a good rate of return, if you don’t plan the taxes out.
Sep 1, 2026 · Taxes
Article · 2 min read
"Active” vs. “Passive” Investing
We believe in an combination: *Passive stock market investment (because let's be honest, you can't beat the stock market by playing the stock market) *Active, outside the stock market (investments like real estate, data centers, and energy production of the future)
Aug 27, 2026 · Investing
Article · 1 min read
I don’t want to lose a friend over this…”
This week I had a free consult with someone who has $3.5 million at a big-box firm. His advisor?A good friend....
Aug 20, 2026 · Advisors & Fees
Article · 1 min read
Taxes After 250 Years
The American Revolution was sparked by taxes. Farmers challenged the most powerful empire in the world—not over politics or land—but...
Aug 18, 2026 · Taxes
Article · 2 min read
AI is the Train and Data Centers are the Tracks
You’ve seen the headlines:Amazon. Microsoft. Meta.Laying off thousands… while pouring billions into AI. But here’s the truth:AI doesn’t run on...
Aug 13, 2026 · Investing
Article · 2 min read
When Your Advisor is Your Friend
This week I had a free consult with someone who has $3.5 million at a big-box firm. His advisor?A good...
Aug 11, 2026 · Advisors & Fees
Article · 1 min read
Eating What We Cook
Would you eat at a restaurant where the chef won’t touch the food? Would you invest your money into something...
Aug 7, 2026 · Advisors & Fees
Article · 1 min read
Opportunity Zones
How do you avoid capital gains taxes—and help a community in need at the same time? Here’s the good news:...
Aug 5, 2026 · Taxes
Article · 1 min read
Aligned Interests
Previously I talked about the patience premium. The idea that the investments that are hardest to buy and sell have...
Jul 29, 2026 · Investing
Article · 2 min read
Your Old Tax Returns Could Save You Thousands
I've talked before about how most financial advisors don't actually do tax planning... But what do I really mean by...
Jul 10, 2026 · Taxes
Article · 2 min read
The Retirement Death Spiral [Part 2 of 2]
I previously mentioned the retirement death spiral. Retirement income often doesn't keep up with expenses, so your only option is...
Jul 7, 2026 · Retirement

Podcast

Shaun M. Jones, CFS, CFP®

Everything Shaun has written

The One Thing Most Advisors Hope You Never Ask

When Rate of Return is Useless

"Active” vs. “Passive” Investing

I don’t want to lose a friend over this…”

Taxes After 250 Years

AI is the Train and Data Centers are the Tracks

When Your Advisor is Your Friend

Eating What We Cook

Opportunity Zones

Aligned Interests

Your Old Tax Returns Could Save You Thousands

The Retirement Death Spiral [Part 2 of 2]

Every episode

Fees & Alignment with Doug Motley

Navigating Post-Retirement Challenges: A Conversation with Manny Aniceto

Take Control of the Taxes on Your Investments

Denise Menelly on Retirement

The Truth About Tax Deferral

Why We Give A Military Discount

Ex-Legislator, Born Entrepreneur Quinn Johnson

Tax Loss Harvesting: Demystifying the Process

Welcome to Unbrainwashed Success