Jordan Fulton, CFP®

Jordan is an entrepreneur at heart and is passionate about growing businesses and improving the financial lives of others. He has worked at large financial corporations like Genworth Financial and Ronald Blue & Trust Co and has experience working with high-net-worth individuals.

As a CERTIFIED FINANCIAL PLANNER™, Jordan values the holistic view of financial planning and holds that high standard to our clients, our staff and investment philosophy. With his background in tax and accounting, in addition to financial planning, he brings a unique skill set to the table that allows us to not only improve the financial lives of our clients but in a tax-efficient way. Jordan owns multiple successful businesses and brings that experience and tangible knowledge to help the growth of our Enterprise & Business clients.