A man wearing a blue suit, white shirt, and striped black tie, smiling, with a small American flag lapel pin on his suit lapel, against a plain white background.

I’m Jordan Kane.

Founder| Veteran | Fiduciary

I help folks with financial planning. This includes tax, estate, and retirement planning, along with taking a thoughtful approach to investment management. My fees are designed to match your needs with a traditional investment management fee or hourly planning fee.

Start the Conversation

The point of money isn't to maximize a number on a screen. It's a tool to give you the freedom to live life the way you want.

My goal is to help you align your finances with your values and priorities.

Our Philosophy

Start the Conversation
Metal wall art depicting a lotus flower with large petals and root-like structures beneath, set against a textured background.

Investment Management

Customized portfolios incorporating your values with risk tolerance and timeline.

Retirement Planning

Build, protect, and draw down your assets with a clear, confident strategy.

Financial Planning

A comprehensive view of your income, goals, taxes, and legacy — all in one plan.

Estate & Tax Strategy

Protect what you've built and keep more of what you earn.

What We Offer

Start the Conversation
Collection of marble objects including spheres, cubes, and pyramids with a minimalistic gray background and a lotus flower outline on the upper left.

Have a Question?

Send us a note and let's figure things out together.