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 serves primarily individual clients — including both high-net-worth and non-HNW households — and also provides advice to trusts, estates, small businesses and charitable entities. The firm offers financial life planning on a one-time or ongoing retainer basis and provides investment management services, including discretionary portfolio management and non‑discretionary review for held-away retirement accounts. The firm’s planning process follows CFP practice standards and an Awareness–Alignment–Action framework to tailor recommendations and implementation to each client’s circumstances. Jordan Financial uses licensed financial-planning software, fundamental and technical analysis, and third‑party platforms to support portfolio construction and monitoring, including rebalancing held-away accounts through a dedicated aggregation tool. What is notable for a firm of this size is its explicit use of the Pontera platform to manage held-away defined-contribution participant accounts with discretionary rebalancing while avoiding custody, and its announced transition from state to SEC registration. The firm operates on a fee-only advisory model, allows advisors to retain insurance licenses for professional competence and referral purposes rather than commissioned sales, and relies on Schwab Institutional and other third‑party services for custody, trading and reporting support.

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.