Jordan Ellis
Sample ProfileFounder, Ellis Wealth Planning
Professional · Financial advisor · Retirement and family financial planningAnytown, USA
Jordan Ellis is a financial advisor in Anytown, USA who gives back, supporting 1 local cause with $400 in verified giving and 3 volunteer hours on Onward.
Riverside Food ShelfMY IMPACT
Jordan Ellis has given $400 and 3 volunteer hours to 1 local nonprofit.
$400
Verified Giving
3
Volunteer Hours
1
Nonprofit Supported
“Money is a tool for the life you want, and for me that includes the town I live in. For every new client, I give $100 to the local cause they pick. Most choose Riverside Food Shelf, where I volunteer on Saturdays.”Why I give
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Giving History
3 hrs
Oct 17, 2026
Volunteer Hours to Riverside Food Shelf
Self-reported volunteer hours · Saturday Sort & Pack shift
$400
Oct 15, 2026
Confirmed gift to Riverside Food Shelf
Gift confirmed by the organization · $100 for each of my four new clients this fall
My Story
About me
I help families and small-business owners plan for the things that matter: retirement, college, and taking care of the people they love. I grew up in Anytown, coach youth soccer on weekends, and believe a strong community is the best investment there is.
Why I give
Money is a tool for the life you want, and for me that includes the town I live in. For every new client, I give $100 to the local cause they pick. Most choose Riverside Food Shelf, where I volunteer on Saturdays.
How I help clients
Retirement and college planning, investment management, and plain-English advice for families and small businesses. No jargon, no pressure.