Jordan Drinkhouse (CFP®)
Jordan Drinkhouse focuses in the
following client markets or areas of practice:
- Baby Boomers
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Retirement Planning & Distribution Rules
- Baby Boomers
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Retirement Planning & Distribution Rules
Planning Specialties
Retirement Income Planning Saving for retirement is only half the equation. The real challenge comes when you need to turn those savings into reliable income that lasts. I help clients navigate the transition from accumulation to distribution, answering the questions that keep people up at night: How much can I safely spend? When should I claim Social Security? How do I draw down my accounts in a tax-efficient way? My goal is to help you enter retirement with a clear plan so you can actually enjoy the wealth you've built. Tax Planning Taxes are one of the largest expenses you'll face over your lifetime, yet most people only think about them in April. I take a proactive, year-round approach to tax planning that looks for opportunities to reduce your lifetime tax burden. This includes strategies like Roth conversions, tax-loss harvesting, charitable giving optimization, and coordinating withdrawals across account types. Every financial decision has tax implications, and I help you see them before you make a move. Investment Management I believe in a low-cost, index-based investment approach grounded in decades of academic research. Rather than chasing market-beating returns or timing the next trend, I focus on building diversified portfolios designed to capture market growth while managing risk. This approach keeps costs low, minimizes unnecessary trading, and allows your investments to work for you over time. It's not flashy, but it works.Additional Information
I provide fee-only, fiduciary financial planning for professionals and families who want clarity without complexity. I specialize in retirement income planning, tax planning, and values-based financial decision making. My goal is to help you understand your options so you can make educated choices with confidence, not just hand your money over and hope for the best. I take a comprehensive approach because everything in your financial life is connected. Your investments affect your taxes. Your taxes affect your retirement income. Your retirement income affects how you spend. When you look at each piece in isolation, you miss opportunities. When you see the whole picture, better decisions follow. I charge a flat fee for my services, which means no commissions, no percentage of your assets, and no hidden incentives. You know exactly what you're paying, and my only motivation is your success. I work best with busy professionals who have built successful careers but find themselves overwhelmed by increasingly complex financial decisions. I follow a structured process to build your plan and a robust monitoring program to keep you on track, so you're never left wondering what comes next. If you're organized, curious, and want an advisor who will teach you rather than talk at you, we might be a good fit. Education is at the heart of everything I do. Your money should support your life, not the other way around.NAPFA Start Date
December 08, 2025
Visit Website
Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.