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I'm Jordan M. Whitledge, CFA® charterholder and CFP® professional. I advise families on their biggest financial decisions, and I teach economics and retirement planning at the university level. The practice keeps the teaching real. The teaching keeps the advice clear.
The Whitledge Brief, plus my latest in CFA Institute's Enterprising Investor.
Read the writing →The Advisor's Alpha Checklist: where good financial advice actually adds value.
Get it free →Keynotes and workshops on evidence-based investing, planning, and behavior.
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I'm a CFA® charterholder, CFP® professional, and MBA. I advise families on their biggest financial decisions, teach economics and retirement planning at the university level, and write about the principles that actually build wealth.
I believe good financial decisions start with evidence and are built to hold up over a lifetime.
Markets reward patience more reliably than prediction. I build on research that has held up for decades, not headlines that change by the quarter.
A plan only works if you can live with it. I design around how families actually behave: in strong markets, weak ones, and everything in between.
The best financial decisions are usually made in advance. My work is helping families set the rules early, so the loud moments stay quiet.
For speaking engagements, media inquiries, educational partnerships, or professional questions.
However you found your way here, through a talk, an article, or a search, I'd be glad to hear from you.
LinkedIn: linkedin.com/in/jordanwhitledge
