BS Political Science
Private Wealth Advisor
Jordan Andrew is a Private Wealth Advisor and member of Sagemark Consulting Private Wealth Services within Lincoln Financial Advisors. He provides comprehensive fee-based financial planning and assists business owners and affluent families in identifying where the gaps and missed opportunities exist. He helps clients in the areas of investment management programs, retirement income strategies, estate planning, business succession planning, personal risk management, and tax reduction strategies. Through research and financial modeling, he helps clients make informed decisions toward getting their financial affairs in order and to secure their financial independence. He collaborates with his client's team of existing advisors (CPA's,* Attorneys*, etc.) to fill in the gaps and implement the strategies that will benefit them the most.