Jordan Boyd
Registered Investment Advisor

Thank you for your interest in my firm.

 

I take pride in my fiduciary responsibility to help my clients attain their financial goals throughout their lifetime. I believe that the most effective investment strategy is one that is objective, fact-based and removed from bias. I employ strategies maximizing tax advantages and keeping fees as low as possible to allow for more of your money to work for you.

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I built my practice in a way that allows me to offer the most effective financial advice in a fee-based structure and without the commissions. There are loads of "advisers" and "consultants" in this world and it was important for me to build my business without the constraints of commission-based products.

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I started my career back in 2013. I was green to the world and wanted to help people just like you. I learned the importance of protecting your family by funding a fallback plan in case something unexpected happened. So, I joined a financial firm that taught me how to create a well-rounded financial plan that focused on my clients and their goals. I am grateful for that opportunity and the experience I gained with that firm--it was one of the most important moves of my career.

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I learned there's a lot of good people in the financial industry, but I also saw that it was filled with sales people hunting for commissions.

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So I created Jordan Boyd Financial.

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That way, I could give comprehensive, personalized financial advice without the commissions. It just felt like the right thing to do.

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If we decide to work together, we will create a relationship that is free-flowing, unbiased, objective, and specific to your goal attainment and risk tolerance. There is no one-size-fits-all strategy. My clients want to spend more time doing what they love and experiencing life with the people they care most about. My job is to make sure they have the financial stability and plan to do just that.

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I welcome you to learn more about what I offer here, or better yet, call me directly at 917-765-1385.

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With kind regards,

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Jordan Boyd, Registered Investment Advisor

Owner and Principal

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