About Jordan Wealth Management
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.
We understand the challenges families face today.
From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.
We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
Meet the Team
Our Core Vales

Empowering Clients With Experience
We are partners in our clients futures sharing our expertise for 35 years so they are equipped to explore and take advantage of every opportunity that presents itself.
Help Navigate Life’s Transitions
Our clients rely on us to help them explore, imagine, and navigate the large and small decisions in life. We provide advice based on what you value most - your future.
Goals-Based Planning
We know goals are key to the future success of our clients. We provide life stage focused goals to guide our clients through both the expected and unexpected challenges of life.
Understanding & Caring For Client Families
Our family relationships are our most precious asset. Trust must be earned year in and year out and we take great pride in retaining our clients for life.
What You Can Expect
Our Services
From managing debt, to saving for college, to retirement, these personal finance challenges can be overwhelming. Rest assured, we have the team and experience to help.
Our Approach
We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. See what makes Jordan Wealth different.
Contact Us
Have a question or ready to learn more? We’re just a phone call away. You can even schedule a choice of meeting types through, OnceHub, our online scheduler.