Advisor at Renaissance Wealth Advisors, LLC
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Firm
Renaissance Wealth Advisors, LLC
Location
Newton, MA 02466
Credentials
CFP®, Series 63, Series 66
Industry experience
22 years
Jonathan Loer is a CFP® with 22 years of industry experience, currently serving as an advisor at Renaissance Wealth Advisors, LLC since 2019. His prior experience includes roles at Fieldstone Financial Management Group, LLC and Concert Wealth Management, Inc. Loer holds Series 63 and Series 66 licenses. Renaissance Wealth Advisors provides comprehensive wealth advisory services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a primarily long-term investment approach grounded in fundamental analysis, managing approximately $85.4 million in assets as of December 31, 2023.
Up to 0.75% annually
Fee-only: Fixed ongoing financial planning fee ranging from $1,500 to $20,000 annually
275 Grove Street, Suite 2 400
Newton, MA 02466
Massachusetts · New Hampshire
Renaissance Wealth Advisors, LLC
2019 - Present (7 years)
Fieldstone Financial Management Group, LLC
2016 - 2018 (2 years)
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Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 65
Quincy, MA
Brio Financial Planning
CFP®, CFA®, Series 63, Series 65
Braintree, MA
Dreamfield Planning Group, LLC
I began my career in the financial services industry nearly ten years ago. Prior to founding Dreamfield Planning Group, I served as an associate wealth management advisor at Sconset Wealth Management—an advisory practice nested in the downtown Boston office of Northwestern Mutual—where I developed financial plans and managed investment assets. In a preceding role in the same office, I led an internal business unit providing investment consulting services to multiple financial advisors representing more than $200 million of assets under management (AUM). Previous to that, I served as an associate financial advisor at a Foxborough, Massachusetts financial planning practice and as a research analyst at a Cambridge, Massachusetts public policy research firm. I hold a Bachelor of Arts in History from Hendrix College and a Master of Public Policy from Georgetown University. I am both a CERTIFIED FINANCIAL PLANNER™ and a CFA Charterholder. I have lived for many years in Milton, Massachusetts with my wife Allie and our son Ben. In my spare time, I enjoy travel, reading, playing guitar, and taking long walks with the family dog, Louie.
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