Jordan’s Approach
Jordan H. Neuschwander
CFP®, CDFA®
Financial Advisor
Overview
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 and a Certified Divorce Financial Analyst®, 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.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Equity Compensation
Guidance for navigating equity compensation, including stock options, restricted stock, and other awards, as part of your broader financial and tax planning strategy.
High-Net-Worth Divorce
Navigate the financial complexities of divorce with coordinated guidance across investments, tax planning, estate considerations, and wealth management.
Tax Advisory & Preparation
Working year-round to help you stay ahead of changing laws, find strategies to help lower your tax burden, and find new opportunities.
Technology Professionals
Guidance for tech professionals navigating stock options, RSUs, equity compensation, and related tax considerations as part of a broader financial plan.
Education
- University of Illinois Urbana-Champaign
Bachelor of Science in Financial Planning
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
- Certified Divorce Financial Analyst®
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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All Insights by Jordan H. Neuschwander
2 insights
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CFP®
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.