Howard J. Jordan, CFP®
Howard J. Jordan, CFP®
Managing Partner
hjordan@hnwag.com
239-734-3045
Form ADV Part 2B Brochure
As a Founding Managing Partner of the High Net Worth Advisory Group and the High Net Worth Tax Advisory Group, Howard brings more than 30 years of experience in the financial services industry. His role includes guiding clients through the intricacies of wealth management and financial planning while managing his team to deliver the highest standard of fiduciary care. With a focus on long-term goals and tailored strategies, Howard is dedicated to helping families align their wealth with their values and vision for the future.
Howard attended Stockton University in New Jersey, where his passion for financial education and planning began. Throughout his career, education has remained a central part of his professional commitment. He has served as an instructor in the Certified Financial Planner™ education program at Florida Gulf Coast University and as a lecturer in the university’s Learning for Life Seminar Series, sharing his expertise with both students and the broader community.
Deeply committed to giving back, Howard has served on several civic and philanthropic boards and, with his wife Michelle, founded the Upon a Star Foundation, which helps children in need access extracurricular activities that promote strong family values.
Howard enjoys life in Naples, traveling to unique destinations around the world with Michelle, and spending time with their three children and two grandchildren.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.