Jon Milliken, CEPA®, CVB, LUTCF, works with small business owners to help them reach their business and personal planning needs. Jon started his practice in 2009 with a national financial planning firm and built his practice to encompass numerous businesses and personal clients alike. As a response to the needs of his growing client base, in early 2017, Jon joined the local United Wealth Advisors Group affiliate, Acacia Financial Group, to help manage and service their agents, and implement new strategies customized for their business owner client base. Based in New Orleans, LA, he works closely with clients in the Southeastern USA territory and continue to maintain the firm’s commitment to excellent client service.
Jon recognizes that each client is unique in their current financial situation and in their financial dreams they wish to achieve. In conjunction with a team of Certified Financial Planners, Jon closely works with clients to identify their financial goals and concerns, illustrate what is being done to help achieve their financial goals, identify deficiencies and tax savings opportunities, and offer strategies that make sense today as well as for many years to come.
Jon focuses on helping business owners identify ways to build the value of their business and helping them determine if and when they are ready to sell. Jon has earned the Certified Value Builder (CVB) designation and uses The Value Builder System to help business owners plan their exit strategy.
The Acacia Financial Group team makes it a priority to focus on each client and their unique situation. A value of working with our practice is that each client will feel well-informed and equipped—not sold—to confidently make decisions in planning for their financial security, as well as for future generations. Our team works to achieve our clients' financial ambitions and helps protect the people and things that are most important to them.
A native of New Orleans, Jon is a graduate of Brother Martin High School and attended the University of New Orleans with a major in Business Administration. He also holds the Certified Exit Planning Advisor and Life Underwriting Training Council Fellow designations. Jon has been actively involved in the local chapter of National Association of Insurance and Financial Advisor’s (NAIFA) and serves on the following boards: St. Louis King of France Parents’ Club, Bucktown Seafood Festival, and The New Orleans Lympho-Maniac Foundation. He is also a past member of the Young Leadership Council and served in numerous projects during his time with the organization.