Brandon Jordan, CFP®, MSA Impact Advisors Group

About Brandon Jordan, CFP®, MSA, ChFC®, CEPA®, CVGA®, CLU®

If you spend any time with Brandon, you will likely hear him say, “I believe that God put me on this earth to serve business owners & entrepreneurs.” Operating under a conviction that small businesses drive our economy, he brings passion and dedication to helping people be the best version of themselves and to run their businesses at the highest possible level. Of course, he will define the term entrepreneur a little more broadly than most – choosing to include those who have employers but have the mindset of the entrepreneur (a.k.a “intrapreneur”). His experience at Deloitte as well as his time starting, managing, and selling a business in the energy sector before joining the financial services industry, makes Brandon an insider to this community and uniquely positions him to provide insight and expertise to business owners. Acknowledging that not everyone will own a business, Brandon encourages people to take ownership of whatever role they are in to create opportunities for their careers, their finances, and ultimately, their families. Brandon believes that everyone has the capacity to live a life of significance and meaning.

With Brandon, family always comes first. His most important roles are as a husband to his wife, Kelly, and as a father to Jake (age 10), Anna (age 8) and Luke (age 3). Brandon, a resident of Duxbury, MA, can often be found volunteering on the baseball field or the soccer field. Brandon is very active in his congregation at Shipyard Church, is an avid golfer, and is a fan of the University of Georgia Bulldogs. Keep an eye out for the UGA flag flying prominently at Duxbury Beach.

Contact this advisor

Ideal Clients

  • Business Owners
  • Business Planning
  • Entrepreneurs

Ways Advisor Charges

  • Monthly Fee
  • Hourly

Fee Options

  • Monthly Fee: $300+/mo
  • Hourly Fee: $300+/hr

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