A complete list of active advisors currently associated with Jordan Financial Life Planning

Warmer can help you find a great advisor at Jordan Financial Life Planning or one who fits your needs even better.

Jordan Financial Life Planning provides financial life-planning and investment-advisory services primarily to individual clients and, incidentally, to trusts, estates, small businesses and charitable organizations. The firm offers one-time project plans, ongoing retainer planning and discretionary portfolio management, and it operates with three advisors managing roughly $107 million in client assets for about 204 client households. The firm’s planning process follows CFP Board practice and an "Awareness, Alignment and Action" methodology to align clients’ life goals with cash flow, asset allocation, tax, risk-management and estate considerations; engagements may be hourly, project-based, or ongoing. For investment management Jordan Financial uses active, individualized discretionary strategies with at least quarterly reviews, employing both fundamental and technical analysis and third‑party planning tools to develop and monitor portfolios. Distinctive features include a recent transition from state registration to SEC registration and the use of the Pontera platform to facilitate management of held-away defined contribution or participant accounts without taking custody. The firm operates on a fee-only advisory model while permitting representatives to retain insurance licenses and works with Schwab Institutional, receiving custodial services and certain software or service benefits (for example, discounted access to Morningstar Office) that it discloses and manages as potential conflicts of interest.

To learn more about the advisors currently working at Jordan Financial Life Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.