EDCORA FINANCIAL CREATES CUSTOMIZED LIFE INSURANCE STRATEGIES FOR SELECT AFFLUENT FAMILIES
We focus on resolving problems and exploiting opportunities that traditional financial planning often leaves unaddressed. Similar to red diamonds, our clients are a breed apart and often face atypical complexities. Maintaining and growing dynastic wealth can frequently be as challenging as its initial creation. Most families we meet for the first time have done a significant amount of estate planning, as a result, we concentrate only on those areas that present fertile ground for improvement. Given the breadth and scope of their financial lives our clients’ life insurance portfolios necessitate tailored and fluid advice.
Preferred Access and Intellectual Capital
Edcora is proud to be an owner of Lion Street, LLC., a leading national financial services company owned by fiercely independent advisors. Based in Austin, Texas, Lion Street comprises an elite network of firms who specialize in financial solutions for high net-worth individuals, family offices, business owners and corporate clients.
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​Through this relationship, we gain favored access to insurance carriers and financial institutions, along with the products and services they offer, enhancing our ability to meet our clients’ complex planning requirements. Our partial ownership also provides us with significant intellectual capital and processing capacity that would otherwise be unavailable to a firm of our size.
Our Managing Partner
Mr. Jordan has been in the life insurance business and financial services industry for over 21 years. Prior to founding Edcora Financial, he was the president, founder and chief compliance officer of Ashland Securities, LLC, a broker dealer focused on providing independent broker-dealer services to industry specialized investment bankers. Mr. Jordan exited the company in 2023.
Prior to starting Ashland Securities, he was the president, founder and chief compliance officer of BA Securities, LLC. Established in 2010, BA Securities was one of the first independent broker-dealers designed to cater to independent Investment Bankers and Placement Agents. Mr. Jordan sold the company in 2016.