Jordan Slingo, CFA, CFP®

Jordan is a cornerstone of the leadership team at Elwood & Goetz, where he oversees the firm’s investment portfolio management, designs comprehensive financial plans, and builds enduring relationships with clients. A dynamic leader, he also plays a key role in mentoring and shaping the next generation of advisors, ensuring the firm’s legacy of excellence continues to thrive.

With nearly 15 years of experience in investment and wealth management, Jordan brings unparalleled expertise and strategic insight to every aspect of his work. His passion for financial planning stems from a deep commitment to simplifying complex financial concepts and empowering clients to align their wealth with their most meaningful values. Jordan takes pride in guiding clients through transformative journeys—helping them transition from financial uncertainty to confidence, clarity, and control over their financial future. He is a CERTIFIED FINANCIAL PLANNER™ professional and a NAPFA-registered financial advisor, as he highly values the fee-only model of financial planning.

A summa cum laude graduate of Stetson University with a degree in finance, Jordan distinguished himself as a student analyst in the prestigious Roland George Investment Program, managing a multi-million-dollar student-endowment portfolio. This formative experience sharpened his investment acumen and leadership skills, laying the foundation for his innovative approach to wealth management today.

Jordan holds the esteemed Chartered Financial Analyst (CFA) designation, a globally recognized benchmark of excellence in investment analysis and portfolio management. This distinction reflects his rigorous training, exceptional dedication, and mastery of financial markets. As a CFA charterholder, Jordan exemplifies the highest standards of professionalism and evidence-based investment strategy, earning the trust of clients seeking to achieve their most ambitious financial goals.

Beyond his professional achievements, Jordan’s personal journey is equally inspiring. A life-changing trip to Kenya introduced him to his wife, Courtney, and together they have embraced a life of adventure, family, and community. Being part of his wife's dedicated "Dawg" family made their move to Athens, Georgia, an easy decision. Jordan and Courtney now share a full life with their three daughters and one son. In his spare time, he enjoys exploring hidden culinary gems, running, exercising, admiring historic architecture, and playing the piano.

Jordan’s rare combination of technical expertise, visionary leadership, and genuine personal connection makes him an indispensable advisor and an integral part of the Elwood & Goetz team. Clients value not only his financial expertise but also his ability to foster trust and provide a clear path to financial peace of mind.