brandon jordan

Brandon Jordan - New England Director of Advisor Services

  • CFP® - CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC® - Chartered Financial Consultant®
  • CLU® - Chartered Life Underwriter
  • MSA - Masters of Science in Accounting

If you spend any time with Brandon, you will likely hear him say, "I believe that God put me on this earth to serve business owners & entrepreneurs." Operating under a conviction that small businesses drive our economy, he brings passion and dedication to helping people be the best version of themselves and to run their businesses at the highest possible level. Of course, he will define the term entrepreneur a little more broadly than most – choosing to include those who have employers but have the mindset of the entrepreneur (a.k.a "intrapreneur"). His experience at Deloitte, as well as his time, starting, managing, and selling a business in the energy sector before joining the financial services industry, makes Brandon an insider to this community and uniquely positions him to provide insight and expertise to business owners. Acknowledging that not everyone will own a business, Brandon encourages people to take ownership of whatever role they are in to create opportunities for their careers, their finances, and ultimately, their families. Brandon believes that everyone has the capacity to live a life of significance and meaning.

With Brandon, family always comes first. His most important roles are as a husband to his wife, Kelly, and as a father to his two boys and daughter. Brandon, a resident of Duxbury, MA, can often be found volunteering on the baseball field or the soccer field. Brandon is very active in his congregation at Duxbury Church and proudly serves on the board for Duxbury Youth Baseball. He is an avid golfer and fan of the University of Georgia Bulldogs. Keep an eye out for the UGA flag flying prominently at Duxbury Beach.


"Do nothing out of selfish ambition or vain conceit. Rather, in humility value others above yourselves, not looking to your own interests but each of you to the interests of the others."

— Philippians 2:3-4 


Did you know:
Brandon and his family are avid entertainers welcoming guests to their home 30-35 weekends per year? The 'Do Drop Inn' comes complete with two Big Green Eggs and a guest book.

Next Steps...

If you are ready to work with the team at Heritage Investors, give us a call today.