Jordan Marley - Financial Advisor

06/11/2025

📚✨ As the school year comes to a close, I’ve been reflecting on how much my kids have grown — not just in inches (hello, new shoes again!) but in confidence, curiosity, and character.

It’s incredible what a year of the right environment, support, and guidance can do.

💭 It got me thinking… the same goes for our finances.

With consistent attention, the right strategy, and a trusted advisor by your side, your wealth has the potential to grow significantly in just one year.

🌱 Just like our children thrive with the help of great teachers, your financial goals can thrive with the help of the right partner.

So the question is: where do you want to be this time next year?

Let’s chat about how we can help you grow your financial future — with intention, clarity, and care.

📞 Send us a message or book a free consultation today!

11/18/2024

When there is no plan, your loved ones often become the plan. Take the opportunity now to talk about options and plan ahead; your future self (and loved ones) will thank you!

It can be difficult to plan for something you’re not sure you’ll need. Here’s what you need to know about long-term care expenses.

11/12/2024

Chief Investment Officer Brent Schutte looks at the market’s reaction to the election and the nuances that could determine where the economy goes from here.

Investors view the election result as a green light for the economy. But is it too early to jump to conclusions?

11/12/2024

It’s important to discuss the costs of college with your family—and look for resources that can help you cover them.

If your goals include sending your kids to college, take steps to find out if your child is eligible—even if you think you earn too much.

11/11/2024

Did you know that long-term care can throw a big curveball at your retirement plan? Good thing I’m here to help you uncover any financial blind spots ensuring that you and yours are prepared for all future outcomes.
*Planning and Progress Study, 2024

11/04/2024

When you work with me, you never have to worry about being judged—there’s not much I haven’t heard when it comes to finances. Reach out and together we can discover a better way to money.

11/04/2024

Reach out if you have questions about your financial plan being on track as we close out the year.

From maximizing your tax efficiency to planning for big events in your life, our year-end financial checklist can help you prepare for whatever the new year brings your way.

10/29/2024

Chief Investment Officer Brent Schutte explains how an uneven economy and the unpredictable impact of rate cuts could be a headwind for the economy going forward.

An uneven economy and uncertainty about how rate cuts will play out may complicate the Fed’s efforts to keep the economy growing. Read more.

10/28/2024

As your family grows, you want your money to grow with you. I’m here to help. Let’s get you and your family set — from the years on the playground to college move-in day.

10/22/2024

Chief Investment Officer Brent Schutte explains how consumer spending offers another example of an unbalanced economy that may not be as resilient as it seems.

Retail sales numbers point to strong consumer demand, but do the headline numbers tell the full story? Read more.

10/21/2024

Statistically only 36% of women feel confident about their retirement savings. I think that gives us a big opportunity for growth and empowerment.

*Planning and Progress, 2024.