Safe Harbor Wealth, Inc. offers services beyond the traditional audit and tax areas and provides comprehensive consulting in operations, finances, and investments.
- Certified Public Accountants
- Registered Investment Advisors
- Comprehensive Financial Planners
PRINCIPALS
Jonathan Davey - jdavey@SafeHarborWealth.com
Jonathan has close to 20 years of hands-on business experience. His experience includes Healthcare, Telecommunications, Government Contracting, Software Development, and Non-Profit Organizations. His understanding and experience with the latest trends in software and technology put him in the upper percentile of his profession. He holds a Bachelors degree in Accounting from Bob Jones University and an MBA from Old Dominion University. Jonathan is a Certified Public Accountant and a Registered Investment Advisor. He is a member of both the American Institute of Certified Public Accountants and the Ohio Society of CPAs. His other duties include serving as President of Safe Harbor Wealth Investments, Inc., President of the venture capital firm of Safe Harbor Ventures, Inc., and Executive Director of Safe Harbor Christian Foundation. He is on the board of several non-profit organizations and is a frequent seminar speaker on wealth preservation and planned giving. He resides in Newark, Ohio, with his wife Shari and daughter Abigail.
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