Daphne Jordan, CFP®
I help you grow wealth and use that wealth well.
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Pioneer Wealth Management Group
Daphne Jordan, CFP®
Austin, TX
Serving Clients Nationwide
I help you grow wealth and use that wealth well.
Areas of Focus
- Estate Planning
- Financial Life Planning
- Investment Management
- Retirement Planning
- Setting Up Retirement Accounts
- Taxes
- Women & Wealth
About Me
Daphne Jordan, CFP®, is a wealth advisor at Pioneer Wealth Management Group in Austin, Texas. She has a strong commitment to innovation and thought leadership as evident in her volunteer work in the financial industry.With a varied background in teaching and nonprofit management roles, Daphne brings a unique perspective to her work. As a firm believer in the power of relationships, she embodies the ethos of being relational and wholeheartedly invests in others, knowing that the greatest benefits are reaped through genuine connections.
Her compassionate approach makes it an absolute joy for her to serve clients. Specifically, she enjoys helping clients develop, implement and monitor their financial plan as well as supporting their ongoing needs. Discovering and enacting appropriate allocation, investment vehicles and tax efficiency for investments are pieces of a client’s blueprint.
Daphne is not only a trusted financial advisor but a catalyst for change and strives to be a driving force behind making financial planning accessible. As a former educator and life-long learner, Daphne distinctly understands the transformational power of knowledge and the change it can enact.
Contact her so she can map out your financial plan!
Professional Designations
- CERTIFIED FINANCIAL PLANNER™ Professional
Affiliations
-
Financial Planning Association
- National Association of Personal Financial Advisors
Primary Location
800 W. 5th Street, Suite 100 Austin, TX 78703
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above and complete the brief form to schedule a free introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About our Firm
Pioneer Wealth Management Group is an organization born out of a desire to make quality fee-only planning available for all.We are a fee-only financial planning firm, helping individuals and small businesses accomplish financial objectives.
We provide holistic financial advice, understanding that finances are only one piece of a client's life. Our advisors adhere to a strict fiduciary oath. This means we always operate in our client's best interest.
Our Services Include:
✔️ Comprehensive Financial Planning
✔️ Investment Management
✔️ Tax Planning
✔️ College Planning
✔️ Estate Planning
✔️ Insurance Planning
✔️ Cash Flow Management
Pioneer Wealth is committed to guiding our clients through all financial issues so they can live a life free from the stresses and worries of finances. Our mission is to help create a comfortable and trusting environment for those whom we serve.
Education
The University of Texas at Austin, B.A. Mathematics
Badges
Hobbies and Interests
- Cooking
- Family
- Hiking
- Music
- Reading
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Blended Family
- Business Owners
- Corporate Executives
- Couples
- Dual Income Family
- Educators
- Entrepreneurs
- Families
- Gen X
- Individuals
- Intergenerational Families
- Living in Retirement
- Nonprofit Employees
- Women’s Finance
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