With nearly a decade of experience in the financial services industry, Jordan D. Oyer is passionate about helping individuals and families achieve clarity and confidence in their financial lives. His goal is to provide personalized guidance that supports clients at every stage—from planning for major milestones like college, retirement, and homeownership to building long-term investment strategies that align with their goals.
As both a financial planner and wealth manager, Jordan takes a comprehensive approach to understanding each client’s full financial picture. He works closely with them to help develop thoughtful plans and investment strategies designed to foster lasting stability and prosperity.
Jordan is licensed in Indiana, Illinois, Michigan, Ohio, and Wisconsin. Outside of his professional life, he values building strong relationships and helping clients make confident, informed decisions about their financial future.
