Jordan Milbrath

Why Use A SmartVestor Pro? 

I want to be a reliable partner in your financial life, someone you feel comfortable with and someone you can value.

Since I am an independent financial professional, I am not bound toward any company or carrier. This means that I seek plans, strategies, and opportunities that are in your best interest. Additionally...

I Agree to the SmartVestor Code of Conduct
I believe everyone deserves access to customized, professional investing guidance.

I Provide a Refreshing Twist on Financial Planning
I have the heart of a teacher, not the attitude of a salesman. I'm someone you can feel comfortable talking to and someone you can value. We'll work together to create a plan to help you work towards your goals.

I Care About Your Future
I'm more than a "financial or investment advisor" - I'm someone you can relate to and share your dreams with. I fit your investments to your life, help you understand what you're investing in and why, and encourage you to stick with your long-term goals.
 

The SmartVestor program does not provide investment advice or try to match you with a pro based on your individual needs. And it does not evaluate pros’ investing skills or performance or provide training on investing matters.

It’s up to you to make sure you’re on the same page as your SmartVestor Pro about investing and to understand the performance of your investments.