Jordan Nietzel, CFA, CFP®
Helping families make smarter money decisions
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Trek Wealth Planning
Jordan Nietzel, CFA, CFP®
Columbia, MO
Serving Clients Nationwide
Helping families make smarter money decisions
Areas of Focus
- Budgeting
- Employee Stock Options
- Investing
- Retiring Early (F.I.R.E)
- Taxes
About Me
Hi, I'm Jordan Nietzel and I started Trek Wealth Planning because I wanted to help families in their 30s and 40s gain freedom from money anxiety. The nagging worries of “Am I saving enough?” or “How much can I afford to spend?” spill over into all aspects of our lives. But a good plan can bring a sense of freedom over your money and your life.➡️ Do you wonder how quickly you can reach financial independence?
➡️ Are you confused by all the financial lingo?
➡️ Can you afford a pay cut in order to take your dream job?
➡️ Do you have insurance set up to protect your family in a worst-case scenario?
➡️ Are you putting your hard-earned savings to work for you?
We will develop a plan to help you answer these questions, so you can focus on the things that are most important to you.
Trek Wealth Planning was built around some key values.
✅ Provide quality fiduciary advice and transparent fees
✅ Educate our clients on the why behind our recommendations
✅ Keep it simple – don’t overcomplicate
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 and enjoy visiting local breweries. When I’m not creating financial plans, you may find me reading a book, watching the NBA, or cheering for my alma mater, the Missouri Tigers.
Professional Designations
- CERTIFIED FINANCIAL PLANNER™ Professional
- Chartered Financial Analyst (CFA)
Affiliations
-
CFA Institute
- CFP Board
- Fee Only Network
- National Association of Personal Financial Advisors
- The AGC
- XY Planning Network
- CFP Board
Primary Location
910 East Broadway suite 208, Columbia, MO 65201, USA
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- One-time Financial Plan
- Percentage of Assets Managed
- Subscription
What to expect in the first meeting
A quick 15-30 minute call so we can both make sure there is a potential fit. If not, we will point you to a better solution.Offers Investment Management
Yes
About our Firm
We are a fee-only fiduciary financial planning firm. We provide comprehensive financial planning and investment management geared towards young families in their 30s and 40s.We are physically located in Columbia, MO and work with clients virtually nationwide.
Education
University of Missouri-Columbia, Bachelor of Science in Business Administration (BSBA), Business, Finance
Badges
Hobbies and Interests
- Basketball
- Church
- Exercising
- Family
- Music
- Reading
- Sports
SEC Lookup
View DisclosureWho We Serve
- Couples
- Dual Income Family
- Financial Independence Retire Early (FIRE)
- Gen X
- Gen Y / Millennials
- Gen Z
- Newly Engaged / Newlywed
- Parents
- Physicians
- Technology Professionals
- Young Families
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