Jordan Benold, MBA, CFP®

Financial Planning for Physicians and Healthcare Professionals

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Benold Financial Planning Jordan Benold, MBA, CFP®
Prosper, TX

Serving Clients Nationwide

Financial Planning for Physicians and Healthcare Professionals

Areas of Focus

  • Financial Life Planning
  • Getting out of Debt
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

Hi, I'm Jordan Benold. I come from a family lineage of physicians. Both of my grandfathers, uncle, and father are physicians. However, I realized my true passion and became a CERTIFIED FINANCIAL PLANNER™ and a Registered Investment Advisor.

I graduated from Texas Christian University with a bachelor’s degree in Business Management. Later, I received a master’s degree in Finance from the University of North Texas.

My wife, Jessica, and I live in Frisco, TX, with our two children, Hadley and Lincoln. I am an active member of Preston Trail Community Church, where I help teach Financial Peace University and financial literacy courses. I have volunteered as a career and budget coach to the unemployed and financially unfortunate through the years.

Outside the office, I am an avid DFW sports fan, especially the TCU Horned Frogs. When I am not chasing my children, I enjoy reading, traveling, and Texas BBQ.

Professional Designations

  • Master of Business Administration (MBA)


  • Fee Only Network
  • Financial Planning Association
  • Garrett Planning Network
  • National Association of Personal Financial Advisors
  • The AGC
  • XY Planning Network

Primary Location

130 N. Preston Road Prosper, TX 75078

Additional Locations

📍 116 W. 8th Street Georgetown, TX 78626


Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Hourly Rate
  • One-time Financial Plan
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above 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


About our Firm

We specialize in Cash Flow Analysis, Retirement Planning, Investment Planning, Insurance Needs Analysis, College Education Planning, Small Business Planning and Estate Plan Analysis.


✅ Fiduciary. Benold Financial Planning professionals are 100% committed to acting as fiduciaries, the highest legal standard in a client/advisor relationship—a standard we believe all clients should demand! The fiduciary standard gives clients piece of mind, by reassuring them that we are only acting in the clients’ interests

✅ Fee-Only. Here at Benold Financial Planning we use a fee-only approach, because we take payment only from you, the client. This is mutually beneficial as it helps us to maintain goals that are aligned with those of our clients’ specific financial situations. As a fee-only firm we also receive no commissions, sell no products, and receive no kickbacks from the selection of any security recommended by us. Clients receive 100% fee-based financial guidance without a hidden agenda or conflicts of interest.

✅ CFP®. Our advisors are CFP® certified meaning we're Certified Financial Planners™. With this respected designation comes the knowledge that we have completed rigorous training and achieved certain education requirements. Furthermore, we uphold a strict ethical obligation to our clients, meaning our advice is always in your best interest.


Our clientele has changed through the years. Initially financial planning was to help baby boomers navigate retirement and for the wealthy with a million plus in assets. While that still holds true today, our financial planning services are available for everyone now. In fact, we have partnered with individuals and families in a variety of financial situations across the country.

While we don't have an asset or net worth minimum, most of our client's net worth is greater than $300,000. Not a fit? No worries, we don’t discriminate - just give us a call and we can discuss your situation. If we’re not the right resource for your needs, we can point you in the right direction.


University of North Texas, MBA, Finance | Texas Christian University - M.J. Neeley School of Business, BBA, Management


Hobbies and Interests

  • Church
  • Family
  • Reading
  • Sports
  • Traveling

Who We Serve

  • Baby Boomers
  • Dual Income Family
  • Families
  • Gen X
  • Healthcare Professionals
  • Individuals
  • Physicians

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for providing access to the benefits described here (including being featured on this profile page), subject to these terms. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.