Vox Financial Planning
Founder and Financial Planner
Vox Financial Planning
Founder and Financial Planner
Fulfillment is the end goal, not saving for savings’ sake. - Jordan Spencer, CFP®
Fee-Only financial planner located in Edmond, OK, serving clients locally and across the country
Jordan Spencer is an Edmond, OK fee-only financial advisor serving clients locally and across the country. Vox Financial Planning provides comprehensive financial planning to help corporate counsels organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jordan Spencer is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Jordan Spencer, CFP® is the Founder and Financial Planner at Vox Financial Planning in Edmond, OK.
Spent my life up through my twenties in politics, working in campaigns coast to coast – I even resided in Las Vegas for a spell. At some point, my old political party went a little cuckoo (understatement). I just couldn’t do it any longer.
During this period I was dabbling in financial planning. And I remembered details from childhood, how I was mesmerized by the latest stock prices in the newspaper, or couldn’t quite comprehend how taxes worked (“Who’s FICA. Why is he getting all my money?”).
Doing meaningful work mattered to me and financial planning became my path. After starting in the business years ago, I stumbled into a few clients who called themselves “general counsels” or “in-house attorneys” and loved them. They were smart, good people, who were trying to see around corners for their clients, just like I was trying to do for them. It was fun to work together. Thus, Vox was born!
Other tidbits? Oh gosh…
I’m an Okie by birth and temperament: when a tornado is coming at your house, it’s not that crazy to go out back and watch it. Promise. I earned my Eagle Scout in my teens (ask me about my Eagle Project). Went to a small liberal arts college out East (Patrick Henry College). I met my lovely wife, Anne, in our high school years but we didn’t start dating until after college. I saw her on facebook and thought “oh, she’s still cute. We should talk.” We did talk, and married in 2015. She’s still just as cute :) She is the best medical speech pathologist around.
A year into our marriage, we welcomed a little rescue dog into our lives – Lollie Belle Spencer. I wasn’t raised with small dogs so I can’t say this about all of them, but she is my kind of little dog. How can such a tiny animal hold such sway over your heart?
I am a yuuuuuge fan of OU football. I live out of Field Notes (ask me about this too! Their National Park Series is a work of art in your pocket). Words matter to me. I love a good turn of phrase and wish I could write half as well as those I enjoy. Non-fiction is by far more fun to read than fiction, in my opinion, but I’m also a numbers and taxes dude, so sip on that one slowly. I am endlessly fascinated by these creatures called human beings and all the ways they show themselves: in standup comedy, distilling bourbon, or in a sonnet. I believe deeply that Love is our origin and our destination. I am grateful to exist. And if our paths ever cross, I look forward to meeting your existence too :)
Vox Financial Planning provides comprehensive financial planning to help corporate counsels plan for their financial future.
We love our clients and our service is an expression of that love. We are not content to do the technical work and ignore the human person. The human is the work and we want to walk with our clients on the journey of life.
We focus on millennial corporate counsels, because that’s where our clients are: going in-house, first time GC, switching companies, exercising options, getting married, having kids.
Few have the experience to address the complicated questions that arise or even know who to ask.
Launched in 2020 by Jordan Spencer, Vox Financial Planning helps clients find their voice – their truest expression of themselves in the world. Fulfillment is the end goal, not saving for savings’ sake.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Advice
- College Education Planning
- Tax Planning
- Estate Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- On-going Meetings
- Virtual Meetings
- Clearly Defined Flat Fee
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Jordan Spencer is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Jordan Spencer is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact Jordan Spencer
Edmond, OK 73003