Our Mission

We help busy families make smarter money decisions so they can spend more time on the truly meaningful things in life.


Jordan Nietzel, CFA, CFP®


I have spent my entire career in financial services. I have guided military veterans through the mortgage process, helped small businesses secure working capital loans, and led the investment strategy for a Forbes Top 100 investment advisor. The common thread throughout my career is a desire to serve others with my expertise in finance.


I earned my bachelor’s degree in Business Administration from the University of Missouri. I am a CFA Charterholder and CERTIFIED FINANCIAL PLANNER.  I am a lifelong learner and love exploring other disciplines such as technology, science, and theology.


My wife, Kari, and I live in Columbia, MO with our 3 kids, Maelyn, Daxton, and Hudson, and our Goldendoodle, Mick. We love being active and getting outdoors as much as we can. I am a self-proclaimed beer snob, aspiring homebrewer, and enjoy visiting local breweries. When I’m not creating financial plans, you may find me watching the NBA or my alma mater, the Missouri Tigers.

5 Things You Need To Know

Favorite Musical Artist

Nathaniel Rateliff

Favorite Restaurant

CC's City Broiler

Favorite Sports Team

Missouri Tigers

Favorite Brewery

BKS Artisan Ales

Favorite Board Game

Settlers of Catan

Ready to Schedule a Free Introductory Call?