Brandon Jordan joined The Bulfinch Group in 2012 and works closely with individuals, families, and businesses to help them develop and achieve financial goals. Brandon's experience and commitment to service can meet the full planning needs of his clients; however, his primary goal is to help his clients attain a level of economic confidence so that each may seize upon opportunities when they arise in order to build wealth. Recognizing the unique wants and/or needs of each of his clients, Brandon’s objective with each client is as follows:
- Become financially organized so that his clients can mitigate unnecessary financial cost/losses and uncover financial opportunities.
- Transfer risk whenever/wherever possible and build economic confidence so that his clients may seize upon financial opportunities.
- Help his clients to understand and focus their time/effort on their specific “highest and best use” economic activity.
Prior to joining The Bulfinch Group, Brandon served as a Senior Consultant with Deloitte's Financial Advisory Group as well as an Assistant Vice President of Acquisitions & Dispositions in the Eaton Vance Real Estate Group. Additionally, in January 2010, Brandon founded and managed Single Source Energy Solutions, an energy consulting business that is still serving clients across New England. This unique experience is what enables Brandon to serve his clients in the capacity he believes best enables them to build, maintain, and enjoy meaningful wealth.
Brandon grew up Vidalia, GA, a place he credits with teaching him the importance of serving others within one's community.
Brandon currently lives in Duxbury, MA with his wife Kelly and two young children, Jake and Anna. Brandon enjoys spending time with his family and friends as well as enjoying a round of golf with his friends, colleagues, and/or clients.
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian.