Jordan Graham, CFP^®

How do I help our clients Live a Richer Life®?
As a member of the Personal CFO team, I have the privilege of working closely with clients to design financial plans that don’t just make sense on paper—but truly align with their passions, values, and long-term goals. Every day, I get to collaborate with a diverse group of individuals, each with unique stories, ambitions, and challenges. It’s this dynamic problem-solving—finding creative, personalized solutions—that fuels my passion for what I do.

How do I align my time and money with my values and passions to Live a Richer Life®?
For me, living a richer life means spending time outdoors, traveling to new places, and creating lasting memories with friends & family. Whether it’s exploring a new trail, experiencing different cultures, or simply enjoying time with loved ones, I find energy and inspiration in the world around me.

I also prioritize building meaningful connections with people across various industries—those who bring unique expertise but share a common goal of doing what’s best for our clients. These conversations challenge me to think differently, grow personally and professionally, and ultimately provide even greater value to the people I serve.

At the heart of it all, my sense of living a richer life is about aligning time, energy, and resources with what truly matters—and helping others do the same.