Jordan Sisson

Wealth Advisor

EP Wealth Advisors


Exton, PA
Anywhere / Virtual Meetings
Jordan Sisson
  • https://www.facebook.com/epwealthadvisors/
  • https://www.linkedin.com/in/jordan-sisson-69a5b8114/
  • https://www.youtube.com/channel/UC71LDkJ6K8M_uEP-jLR9i1A/videos
  • https://www.epwealth.com/blog

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

Contact Me

Send Jordan a Message

I am Fee-Only

I do not accept commission, referral fees, or compensation of any kind based on selling financial products, without exception.

I am a Fiduciary

I will put your best interests first, and fully disclose and manage unavoidable conflicts fairly in your favor, at all times.

Things to Know

  • Leverage an array of wealth management services – retirement planning, investment management, estate planning, tax planning, philanthropy and more.

  • As a fiduciary, we prioritize your best interests, and our fee-only structure delivers objectivity in our investment recommendations.

  • Dedicated Wealth Team approach, led by your Advisor -- so you can focus on what’s important.

  • Taking new clients with a $500,000 investment minimum.

  • WATCH NOW - Weekly Stock Market Update with Adam Phillips, EP Wealth Advisors' Managing Director of Portfolio Strategy.

Get to Know Jordan Sisson

Jordan Sisson entered the financial services industry shortly after graduating from college and had nearly two years of experience when he joined EP Wealth Advisors. Jordan was a Client Success Advisor at Warren Financial when the firm became part of the EP Wealth family in 2022. Jordan’s clients include self-made individuals, dual-income families and small business owners, with typical account values over 500k. Their life stages vary and their ages range between 24 and 70. Helping these clients pursue their financial goals and establishing the path to get them there is one of Jordan’s greatest joys. He’s inspired by the opportunity to establish meaningful relationships with his clients, and to understand their life passions and aspirations. Jordan strives to provide them with a strategic and supportive partner at every stage of the investing and financial-planning process. This includes being laser focused on the aspects of customer care that earn loyalty from existing clients and generate interest from prospective ones. Since graduating from college, Jordan has earned his Series 65 investment adviser license. While still in school he participated in Eastern University’s 2019 Shark Tank competition. In the same semester, he also filed a patent for a product he designed that targets the archery industry. In his free time Jordan considers himself an outdoorsman, whether he’s on the golf course, hunting, fishing, hiking, or heading for the park with his dog, Gracie.

Education

Eastern University, Bachelor of Business Administration

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I Can Help You With:

  • Financial Planning
  • Retirement Planning
  • Tax Planning
  • Estate Planning
  • Divorce Financial Planning
  • Investment Management
  • Charitable Giving
  • Business Planning

Ideal Clients:

  • High Net Worth Families and Individuals
  • Retirees and Near Retirees
  • Business Owners and Executives
  • Widows or Divorced Women
  • Professional Athletes and Entertainers
  • Sudden Money Situations

FAQ with Jordan Sisson

  • Is EP Wealth a fiduciary?
  • What does it mean to have a dedicated wealth team?
  • Do you offer an initial consultation to see if we may be a fit?
  • How does EP Wealth charge for its services?

As a Registered Investment Advisor, EP Wealth is a fiduciary, which means we are required by law to act in the best interest of our clients.

  • Is EP Wealth a fiduciary?

    As a Registered Investment Advisor, EP Wealth is a fiduciary, which means we are required by law to act in the best interest of our clients.

  • What does it mean to have a dedicated wealth team?
  • Do you offer an initial consultation to see if we may be a fit?
  • How does EP Wealth charge for its services?

Media Mentions and Industry Involvement

Office Locations

  • 7 Dowlin Forge Rd - Exton, PA 19341

FeeOnlyNetwork Disclosure

Advisorology, LLC (FeeOnlyNetwork.com) earns an annual or monthly fee from financial advisors and financial firms in exchange for marketing services, including the advisor profile, that are subject to terms of use. This creates a material conflict of interest and a financial incentive to only include advisors in the directory from whom FeeOnlyNetwork has received compensation. FeeOnlyNetwork is not a client of these advisors or firms.

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