Jones Private Family Office LLC

The financial team you can trust.

About JPFO

Jones Private Family Office provides clients with trusted financial organization, bookkeeping and administrative services in a timely, accurate and experienced manner.

Our clients are typically high net worth investors, families, beneficiaries and trustees. We deliver financial administrative services directly or coordinate with other advisors.

Our team has 75 years of combined experience in assisting individuals and families with their financial matters.

Dan Jones

G. Daniel Jones, CPA is a Managing Director of CBIZ MHM, LLC. Dan’s areas of professional experience include taxation, financial planning and forensic accounting. Dan has been a Certified Public Accountant in Pennsylvania since 1976 and a member of both the American Institute of Certified Public Accountants (AICPA) and the Pennsylvania Institute of Certified Public Accountants (PICPA).

Dan was an Internal Revenue Agent for the U. S. Treasury Department from 1973 to 1977 and an expert witness for the US Department of Justice. Thereafter, he became the Director of Taxation and then a partner of a regional CPA firm until 1982, when he founded Jones Hayward and Lenzi, CPAs.

From 1999 to 2004, Dan was a member of the Board of Directors and Audit Committee for Progress Financial Corp. (PFNC – Nasdaq) and Progress Bank. The publicly held financial institution services the Philadelphia-area marketplace with $1 billion of assets. Dan worked closely with the Chairman on the merger with Fleet Bank.

Dan and his partners merged into CBIZ MHM, LLC in 1998. Dan is also a shareholder of Mayer Hoffman McCann, P.C. an independent CPA firm. He served on the Board of Directors and chaired the Audit Committee of Continental Bank ($750M assets) from 2005 to 2015, after which the bank merged into Bryn Mawr Trust Co.

In 2011, Dan joined the Philadelphia Committee of the Marine Corps – Law Enforcement Foundation (a 501(c)(3) Org), which has provided $68 million in scholarship assistance to children of deceased Marines, Navy Corpsmen and Federal law enforcement personnel.

Education and Certifications

  • Temple University
    Business Administration, 1973
  • Internal Revenue Service
    Revenue Agent Training & Expert Witness Training, 1973-74

Professional Activities

  • American Institute of Certified Public Accountants (AICPA)
  • Pennsylvania Institute of Certified Public Accountants (PICPA)
  • Torresdale-Frankford Country Club
    Treasurer, 2005 to 2008 and 2011 to 2014
    Finance Committee
    Membership Committee
    Board of Governors, 1990-1995
  • Accountants Professional Liability Group Board of Directors, 1996-2000
  • Progress Financial Corporation (PFNC-OTC) and Progress Bank
    Board of Directors and Chairman of Audit Committee, 1999 – 2004
    Merger & Acquisition Committee and Nominating Committee, 2003
  • Continental Bank, Plymouth Meeting, PA
    Board of Directors and Chairman of Audit Committee, 2005 -2015
  • MCLEF – Marine Corps – Law Enforcement Foundation
    Board Member, 2011 to present
  • Union League Golf Club at Torresdale (ULGC@T)
    Board Member, 2014 to present

Seminars & Presentations

Mr. Jones has been a frequent speaker on varied financial topics to CPAs and legal audiences for more than 20 years. He has also published articles in Bar Association & CPA Journals.

Libby Troutner

For over 20 years, Libby has been an integral part of many families who do not have the time, inclination or desire to take care of their household financial matters. This includes insuring that all family & household bills are paid timely; tracking cash flow, preparation of household payroll obligations, and reconciliations of all financial accounts. We use QuickBooks™, which can generate reports to show our clients a detail of all income, expenses, assets and liabilities and the resulting cash flows.

501 Cambria Avenue
Suite 146
Bensalem PA 19020

P 215.604.1538
F 215.604.1539