Financial planning with purpose

Plan for the Future | Invest Smarter | Live with Abundance

We are a financial planning firm dedicated to helping families in their 30s and 40s plan for their future, build margin in their life, and live abundantly.

How we help you

Investing

We’ll help you optimize your retirement accounts and investment accounts

Taxes

Taxes are an integral part of any financial plan. We’ll help you understand and minimize your taxes

Stock options/RSUs

We’ll work together on an exercise/sell strategy that balances risk and tax consequences

Insurance

As a fiduciary, we are your trusted advisor in finding the right insurance products to protect you

Cash flow

Wondering whether you can take a pay cut for a job you’d love? We can run a cash flow analysis to help you make the decision

Financial independence

Money is a tool. We’ll create a comprehensive plan to help you use it to achieve your financial goals

Why Work With Us?

Fiduciary

Being a fiduciary means that we must act in the best interest of our clients and place our clients’ interests above our own.

No Hidden Fees

We take NO commissions and believe our clients should know exactly how we’re compensated.

Niche Focus

We specialize in working with young families who want to plan for their future and achieve financial freedom.

CFP® and CFA

Less than 1% of financial advisors hold both the CERTIFIED FINANCIAL PLANNER and Chartered Financial Analyst designations.*

*Source: www.cfp.net, www.cerulli.com

Have peace of mind knowing your money stays with established institutions you can trust:

FOUNDER & Financial Planner

Jordan Nietzel, CFA, CFP®

FOUNDER & Financial Planner

Jordan Nietzel, CFA, CFP®

Welcome! I started Trek Wealth Planning because I saw a need for young families who want unconflicted advice beyond just managing investments. As my own family started growing, I realized how valuable good advice around college planning, insurance, and cash flow could be. I wanted my money to go in so many different directions, like saving for retirement, investing in my kids’ college funds, a larger house, and family vacations. The options were endless, which left me in a state of paralysis. I realized I needed a plan to know what was possible, prioritize my goals, and map out how I could achieve them. As I looked in the marketplace for a planner that could help me with insurance, taxes, investments, and cash flow management, I realized most planners had a minimum net worth requirement that I couldn’t meet, and their advice focused mostly on investing my retirement accounts. I knew I had the skill set to do it on my own, so I decided to start Trek Wealth Planning.

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