Jordan Patrick, CFP®

Sr. Financial Advisor

“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 serves in a dual role as a wealth advisor for Truepoint Wealth Counsel and Commas. As a wealth advisor, 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.

Outside of work, Jordan enjoys spending quality time outdoors with his family. Some of his favorite activities include taking walks in the neighborhood with his wife and son, fly fishing, and visiting National Parks.

Specialties: behavioral finance, client experience, comprehensive financial planning, family financial planning, goal setting


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



Community Involvement (2)

  • Crossroads Church
  • Cincinnati USA Regional Chamber, Cincy Next

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