Jon Eesley

Jon Eesley is a Partner at Windsor Advisory Group, based in Westerville, OH. He specializes in providing comprehensive family office services and personalized financial advisory solutions for prominent business leaders, closely held business owners, and high-net-worth families, addressing both their personal and business financial needs. His current focus includes advising clients through complex wealth management, succession planning, multi-generational wealth transfer, and M&A transaction processes, guiding them through unique investment opportunities not always available in public markets.

Jon's expertise spans over four decades, beginning as Managing Partner at KPMG, where he led client engagements in tax and audit for corporate and entrepreneurial clients. Later, he served as Principal and Financial Advisor at AB Bernstein, advising private clients on investment strategies and risk management, before joining Windsor Advisory Group as a Partner in 2012. At Windsor, Jon is known for his empathetic approach and ability to navigate complex structures, transactions, and tailored investment strategies for ultra-high-net-worth clients.

He holds a Bachelor of Science in Business Administration in Accounting from The Ohio State University Fisher College of Business. Jon's career is marked by his significant role in dealmaking and M&A advisory, thoughtful stewardship of family office assets, and sustained dedication to helping clients preserve and grow their legacy through values-driven, unbiased advice.