Minimize Your Stress

Maximize Your Life

As independent fiduciary advisors, we craft custom, objective investment strategies to help build & preserve our clients’ wealth.

Financial Leadership Is What We Do.

We care more about our clients than their money.

At Wealth Financial Services & Tax Advisory we believe in an educational approach and are here for you. Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions and planning that result in financial clarity, security and overall financial health. Making strong commitments to our clients and building lifelong relationships are tenets of success at Wealth Financial Services & Tax Advisory.

Financial Leadership Is What We Do.

We care more about our clients than their money.

At Wealth Financial Services & Tax Advisory we believe in an educational approach and are here for you. Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions and planning that result in financial clarity, security and overall financial health. Making strong commitments to our clients and building lifelong relationships are tenets of success at Wealth Financial Services & Tax Advisory.

What Our Clients Say

“Jordan and his team are amazing! He is our trusted advisor keeping the lines of communication open updating us on current financial issues and opportunities. We meet regularly to review our financial plan and adjust when necessary. He makes complex financial concepts easy to understand. Our confidence in our financial future has heightened since working with Jordan. He is patient and explains in terms we understand, Jordan puts us at ease!”

Rob S.

Current Client

“Friendly. Thorough. Trustworthy.

Losing my job after 24 years with the same company in the middle of a pandemic and with a disability, was quite traumatic and made me very anxious. However, from the moment I walked into the Wealth Financial Services and Tax Advisory office, I felt at ease. I was greeted by a friendly staff, and the advisors I met with were thorough in their explanations while also listening to my goals and needs. I left their office feeling confident I made the right choice and felt my anxiety melt away. Knowing my financial needs and goals are in such trustworthy hands has been tremendously comforting.”

Deanna L.

Current Client

“Working with Jordan Flowers and his team has put our retirement on a great path. He is knowledgeable, professional, and genuinely cares for our financial and personal well-being. Jordan checks in without being overbearing and really knows his stuff. Easy to talk to and more than patient. I feel as though he is personally watching out for our best interests on a day to day basis.”

Mike M.

Current Client

Our Planning Process

When heading into unfamiliar territory, most people agree that basic planning and foreknowledge of where you are going goes a long way toward making sure your journey is both safe and enjoyable.

By incorporating these goals in your Safe & Secure Retirement Road Map, you can begin planning for a life beyond what you thought was even possible.

What’s Your #1 "Retirement Mistake?"

Take this Complimentary QUIZ to identify which of the five (5) areas of retirement is potentially your biggest “Retirement Gap” right now – and get a no-cost, customized report with your results and suggested next steps

How We Get You There

We believe you deserve a safe and secure retirement so that you can focus more on memories than money.

Wealth Financial Services & Tax Advisory provides investors custom-tailored strategies to meet short- and long-term needs. Our goal at Wealth Financial Services & Tax Advisory is to help our clients realize their financial dreams by offering creative solutions through an open and transparent process utilizing innovative solutions to achieve financial independence.

What We're Known For

We help our clients live a life beyond what they thought possible.

We’ll help you to:

Focus more on memories than money

Truly experience the life you want most

Maximize life while minimizing stress

About us

Get In Touch Today

Learn how we can help you minimize your stress and maximize your life.