Our clients are a diverse group ranging from individuals and families to businesses. We recognize the differences in the lives and business of our clients and we are committed to providing personal financial guidance.

We focus on helping individuals and business owners achieve a life well lived.

We strive to create a warm yet professional environment so you can feel both confident about your financial future and at ease on an interpersonal basis, whether you are a…

  • Retired or contemplating retirement
  • Business owner or professional
  • Single independent woman
  • Affluent family or individual

Discover how Jordan Niefeld’s extraordinarily personalized approach to financial planning and management can help you on the road to a Life Well Lived.

  • Business Owners

  • Corporate Retirement Plans

  • Families & Individuals

  • Family Offices

  • Retirees