Jonathan Clarke
CFP, CPA · Clarke Small Business Financial
About Jonathan Clarke
Jonathan Clarke helps Atlanta's growing small business community with integrated tax and financial planning. From startup to exit, he guides entrepreneurs through every financial decision, specializing in SEP-IRAs, Solo 401(k)s, and tax strategies that help business owners keep more of what they earn.
Services Offered
Fee Structure
Fee-Only (fiduciary)
Minimum assets: $75,000
This advisor is compensated solely by client fees, not commissions. They are legally bound to act in your best interest as a fiduciary.
Specialties
Small Business
Navigate business finances with guidance on entity structure, payroll, business succession, and retirement plans for owners.
Tax Planning
Minimize your tax burden with strategic planning, tax-loss harvesting, Roth conversions, and year-round tax optimization.
Retirement Planning
Plan for a secure retirement with expert guidance on 401(k)s, IRAs, Social Security optimization, and withdrawal strategies.
Why Choose Jonathan?
12+ Years Experience
Proven track record serving clients since 2014
2 Professional Credentials
Holds CFP, CPA designations
66 Client Reviews
4.7/5 average rating from verified clients
In-Person & Virtual
Flexible meeting options to fit your schedule
Client Reviews
John M.
December 10, 2025
Working with Jonathan has been a game-changer for our family's finances. They took the time to understand our unique situation and created a plan that actually works for us.
Sarah T.
November 13, 2025
Jonathan is incredibly knowledgeable and patient. They explained everything in terms we could understand and never made us feel rushed or pressured.
Mike K.
October 16, 2025
I've been working with Jonathan for over 4 years and they have consistently delivered excellent advice. Their expertise in Small Business has saved us thousands.
Location
Atlanta, Georgia
Map integration available on request
Request a Free Consultation
Connect with Jonathan to discuss your financial goals. In-person or virtual meetings available.
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