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Financial planning made easy
We work as your Family CFO to help you achieve your long-term financial goals so that you can live your life in the present. All from the comfort of your home.
Jordan Boyd Financial is Fee-based and Fiduciary. We work with people who care about their families, recognize the value of a trusted professional, and want a non-commissioned financial advisor on their side.
Thank you for your interest in Jordan Boyd Financial. You can learn more about our services here, give us a call directly or send a text to (917) 765-1385.
What is a Fiduciary?
I am proud to say that I am a Fiduciary Registered Investment Advisor. So what does that mean?
A fiduciary is an advisor that is bound both legally and ethically to act in their client's best interests ahead of their own.
I am bound by a standard known as "prudent person standard of care" requiring me to act first and foremost with the needs of my clients in mind.
This is an important distinction, and a requirement by many, that offers both you and myself peace of mind when working together.
You can trust that I have your best interests in mind.
It's the right thing to do.
You're in control
You have many choices when it comes to picking a financial advisor. At times, it can be difficult to determine what separates one advisor from another.
Many of us appear to offer similar services. I like to focus on the clients I can serve best, instead of serving anyone.
I fully believe that there is not a singular "right" investment strategy. We all have different needs, strengths, desires and goals. And each of these unique characteristics should be celebrated and understood by your financial professional.
There are truly caring, thoughtful people in our industry.
I like to think I'm one of them.
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