Jordan Bowersox, CFP®

Jordan Bowersox is a Certified Financial Planner™ professional and holds an MBA in Finance. He specializes in helping small business owners navigate the complexities of their personal financial lives — particularly as they prepare for and transition through a business exit. With eight years of experience in the financial services industry, Jordan began his career working alongside his father, gaining invaluable mentorship and perspective from over 42 years of experience advising clients.

Jordan's approach to financial planning is deeply personal and holistic. He believes successful planning goes beyond numbers, focusing on aligning a client's financial resources with their time, talents, and long-term vision for their life. By building meaningful relationships and gaining a deep understanding of each client's goals and values, he empowers individuals to make thoughtful, confident decisions for their future.

His work is especially focused on business owners approaching pivotal transition points, helping them prepare for liquidity events, manage newfound complexity, and design a life beyond their business.

Jordan is an active member of his local Financial Planning Association (FPA) chapter and is committed to ongoing professional development and excellence in client service.

Outside the office, Jordan prioritizes time with his wife and their two young sons. He is actively involved in his community as a board member of his local YMCA and enjoys coaching his children's sports teams. In his free time, he can often be found attending live music events or exploring new restaurants as a self-described foodie.