Firm History

Our financial planning firm began with Jordan's personal practice in 1988 with American Express Financial Advisors. Over these years he has built his practice on giving his clients expert advice and service. During this time, while serving hundreds of clients, he has never had a client file a complaint. (Clients can check this record of complaints on any registered representative at the NASD: www.nasd.com).

Jordan quickly built one of the largest financial planning practices at American Express Financial Advisors and was for several years a Gold Team Planner, and Senior Financial Planning Team member which were the top 4% of their planners. Since 1988 he has had a professional staff to help him provide caring and quality service to his clients.

In April of 1996 he left them to set up his own Registered Investment Advisor firm in which he could provide a much higher level of investment service, advice, and planning. Since then almost all of his firm's income has been asset based fees and financial planning fee income. The firm now serves about 120 client families and manages more than $40,000,000 for them.