Brandon Jordan (CEPA, CFP®, ChFC®, CLU, Master of Science Accounting)

Brandon Jordan focuses in the
following client markets or areas of practice:

  • AUM
  • Business Owners
  • Cash Flow/Budgets/Credit Issues
  • Corporate Executives
  • Entrepreneurs
  • Estate & Generational Planning Issues

Planning Specialties

Our focus in on serving business owners! The closely held small business community is the backbone and lifeblood of the US economy. We are committed to doing our part to equip businesses and their owners to thrive.

Additional Information

Our mission is to equip clients to make important decisions from a position of confidence. We believe that greater confidence often leads to better decisions. We believe that better decisions often lead to better outcomes and a more meaningful, positive, and enduring IMPACT on their family, their community, and themselves.

NAPFA Start Date

July 05, 2022


This Office

253 Lake Shore Dr Duxbury, MA 02332-4146 Phone: (617) 833-3237