Jon Hiltz Biography

As a CERTIFIED FINANCIAL PLANNER™ Professional Jon is committed to building long-term relationships with his clients.  Helping them reach their goals is his number one priority. Jon first listens to you and then thinks objectively in terms of how to meet your specific goal(s).  Through the planning process he offers a variety of financial services and products focusing on Wealth Management, Business, Estate and Retirement Planning along with Risk Management and Investment Products.  Drawing on his knowledge, experience and world-class planning tools, Jon strives to help build financial freedom for all his clients.

Active in the industry, Jon is a member of the Financial Planning Association and the Maine Estate Planning Council. He has earned numerous awards in his career including the industry's National Quality Award and multiple qualifications in the Million Dollar Round Table (MDRT).

Jon has over 12 years experience in the financial services industry and has been with Baystate Financial Services since July 2007.  Baystate is one of New England’s oldest and largest privately owned financial services firms, with offices throughout the Northeast.  They are an independently owned and operated group of highly trained professionals dedicated to helping individuals, executives and business owners, like you, achieve your financial goals.

Jon grew up in Fairfield, ME and is a graduate of Colby College where he played football and baseball.  He currently resides in Topsham with his wife Danielle, daughter Lydia, and son Brady. 

He believes deeply in active involvement in his community and is always looking for ways to give back.  He currently serves on the United Way of Mid Coast Maine's Success by Six Council, the Topsham Library Board of Trustees and is a member of the Topsham Expresso Rotary Club.  In the winter he spends time volunteering for Maine Adaptive Sports and Recreation (formerly Maine Handicapped Skiing) at Sugarloaf.