Jordan Sisson
EP Wealth Advisors
Wealth Advisor
Jordan Sisson
EP Wealth Advisors
Wealth Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Jordan Sisson
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Jordan Sisson is an Exton, PA fee-only financial advisor serving clients locally and across the country. EP Wealth Advisors provides comprehensive financial planning, tax planning, and investment management to help individuals, couples, families, and small businesses organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jordan Sisson is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Informed Investor Reports, Client Education Webinars, Articles and Checklists
EP Wealth Youtube Channel with additional commentary
Jordan Sisson entered the financial services industry shortly after graduating from college and had nearly two years of experience when he joined EP Wealth Advisors. Jordan was a Client Success Advisor at Warren Financial when the firm became part of the EP Wealth family in 2022. Jordan’s clients include self-made individuals, dual-income families and small business owners, with typical account values over 500k. Their life stages vary and their ages range between 24 and 70. Helping these clients pursue their financial goals and establishing the path to get them there is one of Jordan’s greatest joys. He’s inspired by the opportunity to establish meaningful relationships with his clients, and to understand their life passions and aspirations. Jordan strives to provide them with a strategic and supportive partner at every stage of the investing and financial-planning process. This includes being laser focused on the aspects of customer care that earn loyalty from existing clients and generate interest from prospective ones. Since graduating from college, Jordan has earned his Series 65 investment adviser license. While still in school he participated in Eastern University’s 2019 Shark Tank competition. In the same semester, he also filed a patent for a product he designed that targets the archery industry. In his free time Jordan considers himself an outdoorsman, whether he’s on the golf course, hunting, fishing, hiking, or heading for the park with his dog, Gracie.
Education
Eastern University, Bachelor of Business Administration
EP Wealth Advisors is a fee-only registered investment advisory and financial planning firm headquartered in Torrance, California. EP Wealth manages over $16.1 billion in AUM as of December 31, 2022. With offices from coast to coast, EP Wealth combines the resources of a large firm with a local approach to provide client-centric financial planning, wealth management and investment management services to individuals and businesses. EP Wealth continues to grow and enrich the lives of our clients and team and has been recognized as a leader in the RIA space by multiple financial and industry publications, including Barron's 2022 list of top RIA’s, Financial Planning’s top firms of 2022, and many more at both the national and regional level. The firms Torrance headquarters has been named a Best Place to Work by the Los Angeles Business Journal, and several advisors and functional leaders have been named to varied "Best", "Rising Star" and "40 Under 40" lists.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- High Net Worth Individuals
- Small Business Owners
- Clients Experiencing Divorce
- Retirees and Near Retirees
- Growing Families
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Contact Jordan Sisson
Office Locations:
-
7 Dowlin Forge Rd
Exton, PA 19341
