My spouse and I were looking for a financial adviser who prioritized our values and nest egg growth over aggressive wealth protection schemes and investments that support ethically questionable practices like slavery, military aggression, and disregard for the environment.
Jordan is incredibly down-to-earth and very good at breaking down complicated financial jargon and too simple to understand English. My partner tends to be wary of bankers and people in the investment industry, and even he feels at ease with Jordan and his willingness to listen and work with us. No weird or overly risky algorithm-driven get quick rich schemes. No high pressure sales pitches promising the Moon. Just down to earth financial advice and investments.
If you're looking for the highest yield possible regardless of who it affects, then this is not the financial advisor for you. But, if you are looking for a values-driven financial advisor that legitimately cares about more than just your money, then this is the place to go.
Becky Bergstrom
1 year ago
Vas Littlecrow Wojtanowicz
4 months ago
Becky Bergstrom
4 months ago