Our Investment Philosophy
Investing made smart, efficient, focused

The Client Experience
helps us to get to know you and lets you rehearse scenarios for your financial future

A CPA-Based Financial Advisor

recognizes that your needs extend beyond traditional financial planning and investment management

Check the background of our firm on FINRA's BrokerCheck.


Jordan Mills headshot
"Dealing with finances can get overly complicated and take up a lot of one’s time. I want to help streamline and simplify people’s financial lives so they can spend more time doing what they enjoy. "

Jordan Lochner Mills

Senior Financial Advisor

Minneapolis / St. Paul