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Jonathan Neher

Valenta Capital Management
Fort Collins, Colorado
Preserving Legacies
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Meet Jonathan

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Introduction - Jonathan Neher
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Planning Process - Jonathan Neher
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Advantages and Disadvantages of Consolidation - Jonathan Neher
Video Transcripts

Jonathan Neher is a well-respected financial educator in the Northern Colorado and Southern Wyoming area. With almost 20 years experience in the financial service and insurance industry, he is skilled in helping his retiree and pre-retiree clients efficiently plan their financial future and pass assets to their heirs in a tax-efficient manner. Jonathan’s expertise also extends to the needs of Educators, Small Business Owners and other High Net Worth Professionals.…

Jonathan Neher is a well-respected financial educator in the Northern Colorado and Southern Wyoming area. With almost 20 years experience in the financial service and insurance industry, he is skilled in helping his retiree and pre-retiree clients efficiently plan their financial future and pass assets to their heirs in a tax-efficient manner. Jonathan’s expertise also extends to the needs of Educators, Small Business Owners and other High Net Worth Professionals.

Jonathan utilizes a variety of financial protection and asset accumulation tools and services including risk-managed investment portfolios, mutual funds, exchange-traded funds, stocks, life insurance, long-term-care, annuities, and trusts to help craft the proper solution for each client’s situation. Believing that each case is unique, Jonathan listens carefully to understand each person’s financial goals, shunning any “cookie-cutter” approach.

Being raised in a small farming community in Western Kansas, Jonathan learned the values of hard work, honesty and personal initiative. Those values have helped shape his planning philosophies and balanced approach in working with clients and their futures.

Jonathan is married to his wife of 15 years, Phyllis, and has two children, Darci and Tristan. He has a Golden Retriever, Maximus, that he loves spending time with, also. Away from the office, Jonathan volunteers his time with various organizations, and enjoys playing basketball, skiing and doing woodworking. He loves cheering on his favorite teams, the Denver Broncos and the Kansas Jayhawks.


Services offered

Investment management
Financial planning
Retirement planning
Tax planning
College planning
Estate planning
Insurance management
Employer sponsored retirement plans

Experience with

Small business owners
Medical professionals
Legal professionals
Families
Other professions

Fee structure

Based on % of assets
Fee & Commission
Flat Fee
Hourly

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