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Edward A. Ramsey, MBA, CPA, CFP®, AIF®
Co-Founder & Principal
CERTIFIED FINANCIAL PLANNER® practitioner and Certified Public Accountant (CPA). Ed is a Co-Founder and Principal of Avantis Private Wealth, an independent personal wealth management practice with offices in Tysons, Virginia, and Greenbelt, Maryland. Ed has more than 30 years of experience in the financial services industry and specializes in the areas of wealth management, comprehensive financial planning, and tax minimization strategic planning.
Ed began his financial industry career in 1991 as a financial advisor with the regional brokerage firm of Ferris Baker Watts in Washington, DC. In 1994, he joined Commonwealth Financial Network® as a fee-based Investment Adviser Representative. Ed’s clients range from middle-income families to high-net-worth individuals, including many physicians, dentists, and veterinarians.
Ed holds a BA in Accounting and an MBA from the University of Pittsburgh. In addition to holding the CFP® and CPA certifications, he holds life, health, and annuity insurance licenses.
A teacher at heart, Ed takes time to understand the financial and tax issues presented to him and educates his clients on his recommendations and alternative solutions. He enjoys teaching tax and financial planning topics and has held workshops and educational seminars for medical/dental professional groups and the general public.
Ed is married with two daughters and lives with his wife Lori in Great Falls, Virginia. He enjoys playing guitar, wine tasting, cooking, traveling, and spending time with his family.
Jonathan A. Jagolinzer, CFP®, CRPC®, CPWA®, EA
Co-Founder & Principal
Jonathan is Co-Founder and Principal of Avantis Private Wealth, bringing more than two decades of experience in wealth management, financial planning, and tax strategy. He works with business owners, executives with concentrated stock positions, real estate investors, and families navigating complex financial decisions and major life transitions.
Jonathan earned his bachelor's degree in economics from The George Washington University and began his career at Ameriprise Financial, where he earned the Chartered Retirement Planning Counselor® (CRPC®) designation. In 2011, he became a CERTIFIED FINANCIAL PLANNER® professional through The American College of Financial Services. He later earned the Certified Private Wealth Advisor® (CPWA®) designation through the Investment & Wealth Institute, reflecting his focus on the advanced planning needs of high-net-worth individuals and families. He is also a member of the Financial Planning Association.
Jonathan also holds the IRS Enrolled Agent (EA) designation, which brings a deeper level of tax insight into his planning process. Rather than treating tax as a separate or reactive function, he integrates it directly into investment management, retirement planning, and estate considerations — building one cohesive plan designed to improve efficiency, reduce unnecessary liabilities, and support and preserve wealth over time.
Outside of the office, Jonathan enjoys spending time outdoors, traveling, and cooking — often experimenting with new cuisines. Originally from Newport, Rhode Island, he has lived in the Washington, DC area since college and now resides in Falls Church, Virginia, with his wife, Jennifer, and their dogs, Penny and Cooper.
