Jordan Swigart
Guiding individuals and families in simplifying their financial lives. We build personalized financial plans that bring confidence to any season of life. 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 Oregon, we serve clients nationwide. 15 minute consultations are available.
On the personal side, my wife and I returned to Oregon in 2026 to be closer to family after living in Southern California for several years. With our daughter now part of the adventure, we love spending our free time outdoors, playing sports, serving in our church, and laughing at our goofy dog, Teddy.
My mission is to understand you and what matters most to you. With that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
