Jon Goldstein, CFP®

Jon Goldstein is a Founding Partner of Bluespring Wealth Midwest and a Wealth Advisor in Madison. He began his practice in 1998 and spent the next quarter century building it into Goldstein Advisors, the Madison firm whose people and clients now form one of the three practices that make up Bluespring Wealth Midwest.

Jon pairs a background in research and analytics with a gift for making complex ideas plain. He built his team on the conviction that advanced investment management, estate planning, and tax strategy only serve a family once they are understandable and executable, and that conviction now runs through the combined firm.

A lifetime academic, Jon holds ten industry designations, including the CFP® and multiple master’s degrees. He has served as adjunct faculty at the College for Financial Planning and lectured in the University of Wisconsin-Madison’s Personal Finance program, teaching the discipline he practices, and more than one member of this team first encountered the profession in his classroom.

Jon and his wife Sara have three children, Gianna, Georgia, and Grant. Outside the office, Jon is an avid outdoorsman, a community leader, and a family man. His community work includes Madison4Kids, Garding Against Cancer, the Glacier’s Edge Council of the Boy Scouts of America, the Wisconsin Association for Perinatal Care and the Perinatal Foundation, and the American Family Children’s Hospital Cabinet.