Jordan Patrick, CFP®

Financial Planning Associate

“I was attracted to Truepoint’s team approach. I’m proud of the firm’s vision and that its values align so well with my own.”

Jordan’s Story

Jordan creates personalized financial plans that help clients achieve their goals. He enjoys combining his analytic knowledge with his relational skills in order to craft strategies that fit each client personally. He believes that advising isn’t just about the numbers; it should instead focus on helping clients feel fulfilled, successful, and at peace. Jordan is grateful to work with a team of professionals who are selfless in their pursuit of serving others.

Jordan spends as much time as he can exploring the outdoors—from hiking to fly fishing to traveling with his wife to national parks. When not out on an adventure, he enjoys spending time on his hobby of woodworking or just hanging out with his wife and newborn son.


Specialties: education funding, insurance planning, retirement planning, tax-efficient portfolio distribution planning

Education

Georgetown College, Finance, Business Administration
Xavier University, MBA, Finance
Xavier University, Executive Certificate in Financial Planning

Designations

CERTIFIED FINANCIAL PLANNER™

Community Involvement (2)

  • Crossroads Church
  • Cincinnati USA Regional Chamber, Cincy Next

Interested in working with
our team?