JonatanMars,
your partner in finance
Because financial decisions are critical - and too important to leave to chance.
Experts on your side
Our team has more than 25 years of experience in the financial markets. We helped build the Slovenian personal financial advisory market, and today we use that knowledge, combined with advanced tools, to take an in-depth approach to working with you.
A personalized approach.
An understandable direction.
A clear goal.
A partner you can rely on
Because when it comes to your money, what matters are clear goals, a proven process, and an approach that we implement through financial advice tailored to your needs.
A partner you can rely on
Because when it comes to your money, what matters are clear goals, a proven process, and an approach that we implement through financial advice tailored to your needs.
Personal approach
We start with you: your goals, time horizon, and priorities. Then we shape an optimal strategy that is practical and actionable.
Proven process
We work with a clear model - based on analysis, evidence, and predefined rules. This keeps the path transparent and your decisions well-grounded.
Broad set of solutions
We draw on a diverse range of expertise so that we can provide you with the best possible advice based on your profile, your risk tolerance, and your desired outcomes.
ABOUT JONATANMARS
We build a culture of trust and connection in finance. We invest our expertise in you, not only in the growth of your wealth.
25 + years of experience, 20 professionals
25 + years of experience, 20 professionals
25 + years of experience, 20 professionals
25 + years of experience, 20 professionals
A new era of financial services
From the initial financial framework to a personalized portfolio and management based on a clear process, expertise, and the right formats for learning and collaboration.
Financial Advice
We help you set your financial framework, define goals, and understand your capacity so you can plan investments in a meaningful way.
Decisions over time
We're here for you every step of the way: when new questions arise, markets change, or life events occur that affect your financial decisions.
Events and workshops
We meet at selected events and workshops, open topics you rarely hear in traditional finance, and connect you with experts.
Client testimonials
Trust begins with a conversation
What our clients value most are calm conversations, clear explanations, and the feeling that they can make more informed decisions about their money.
A very pleasant experience. Luka took the time to listen to my questions and explain things to me in a way that I could actually understand. No pressure and no complications. I highly recommend him.
Miha
private party
I spoke with Klemen about my savings and my options for the future. I appreciated that the conversation was calm, professional, and, above all, very easy to understand. Thank you for your friendly approach.
Andreja
entrepreneur
I had a very professional conversation with Janez. First, we went over my situation, and then he explained to me what options were actually available. I felt that I could make a more informed decision.
Tomaž
private party
The team was very responsive and friendly. They answered my questions quickly and explained even the most basic things without sounding condescending. That was really important to me.
Andrej
long-term investor
AN EXPERIENCED TEAM, FOCUSED ON YOUR GOALS
The JonatanMars brand is built by the people in the companies under its umbrella. We combine the experience and expertise of advisors, portfolio managers, and specialists from JonatanMars Invest and JonatanMars vzajemci.
Let's talk about your goals
Tell us where you are today and what you want to achieve. You can visit us at our office at Dunajska 165 (Rotonda) in Ljubljana at a scheduled time any weekday between 8:00 a.m. and 6:00 p.m.