Jordan Swigart
Guiding ambitious individuals and families in simplifying their financial lives. Our team builds personalized and strategic plans that replace mystery with confidence. We best serve clients with a moderate to aggressive risk tolerance and are looking for help with:
-Navigating a career change or preparing for retirement
-Building a plan for your family, including the next generation
-Owning, growing, or exiting your business
-Transitioning real estate holdings
Based in Orange County, we serve clients nationwide. 15 minute consultations are available.
On the personal side, I'm originally from Oregon, but now live in OC with my amazing wife, Sara, and our little Dachshund, Teddy! I enjoy spending time with my church community, watching Shark Tank, playing basketball, and reading non-fiction.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
