Jordan H. Neuschwander

CFP®

Financial Advisor

I focus my career on creating meaningful change in my community by helping others pursue their financial goals. I’m a strong believer that life should be lived how you’d like to live it.

200 W. Madison Street Suite 980 Chicago , IL 60606
312.526.3680
5151 Mochel Drive Suite 301 Downers Grove , IL 60515
630.271.0033
4040 N. Lincoln Ave Chicago , IL 60618
773.697.9528

Jordan Neuschwander serves as a financial advisor in three of Savant’s Illinois offices: Chicago Loop, Downers Grove, and Chicago Northcenter. As a CERTIFIED FINANCIAL PLANNER® professional, he provides comprehensive planning that includes wealth transfer strategies, business succession planning, philanthropy planning, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance analyses, debt management strategies, and education funding guidance.

He began his career in financial services in 2021 and gained early experience through an internship with Northwestern Mutual. He earned a bachelor’s degree in financial planning from the University of Illinois Urbana-Champaign.

Jordan grew up in Saint Louis and cheers for the Cardinals. He enjoys socializing, coaching and playing basketball, learning about the ocean, and exploring new places.


Education &
Designations

  • University of Illinois Urbana-Champaign
    Bachelor of Science in Financial Planning
  • CERTIFIED FINANCIAL PLANNER® professional

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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