Daphne  Jordan

Daphne Jordan

| CFP®

Pioneer Wealth Management Group

Mapping the tomorrows for individuals, families and nonprofits


  • Fee-Only Financial Planning
  • Financial Review
  • Hourly Fee Consultations
  • Retirement Planning
  • Investment Management
  • Tax Planning
  • Estate Planning
  • Insurance Services
  • College Education Planning
  • 401(k) and IRAs
  • Business Planning
  • Employee Benefits

Our Other NAPFA Members

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700 Lavaca St
Ste 1400
Austin, TX 78701

Daphne Jordan is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Daphne Jordan is a Fee Only Financial planner in Austin, TX and is a NAPFA-Registered Financial Advisor.

B.A. Mathematics
The University of Texas at Austin
Professional Designations

Areas of Specialization

Non-Profit Financial Management
Retirement Planning
Gifting/Charitable Strategies

Estate Planning
High Net Worth Issues

Austin, TX

Community & Leadership
Austin Financial Planning Association - 2018 President-Elect | Past Career Day Chair

NAPFA - Study Group Leader | Diversity & Inclusion Co-Chair