Bryan Jordan

Cell: 303-418-5243
Email: bryan@mtnlegacy.com

Bryan began his financial services career in 2012 with Fidelity Investments, progressing through multiple roles including High Net Worth Representative and Benefits & Planning Consultant within Executive Services. During his tenure at Fidelity, he built strong relationships with his current managing partners at Mountain Legacy.

In 2021, Bryan joined Ensign Wealth Advisors as Director of Operations and Financial Advisor. As part of a two-person team managing $150 million in client assets, he assisted in the growth and operational efficiency of the company, while successfully transitioning the firm to full independence. In 2023, Bryan founded RI-Aid, a consulting firm specializing in operational efficiencies for RIAs through AI integration, and launched Censifi, focusing on financial planning for millennials.

Bryan joins Mountain Legacy Family Wealth Partners as an Advisor and Director of Operations & Technology, bringing his expertise in serving younger clients and implementing operational solutions. He is folding his Colorado-based firm Censifi into Mountain Legacy to provide his clients access to enhanced tools and solutions through a collaborative team approach. As a Certified Financial Planner with Series 7, 9, 10, and 65 licenses, Bryan specializes in financial planning for millennials and operational automation. His client approach centers on listening first—understanding each client's unique needs before proposing solutions.

Bryan is married to his wife Stephanie, who also works at Fidelity, and is the proud father of two-year-old Elle and ten-year-old pup Rowan. The family is relocating from Denver to the Cincinnati area to be closer to extended family while maintaining a consistent presence in Denver, with an eye toward expanding the Mountain Legacy footprint. Bryan enjoys spending time outdoors, playing golf, and cherishing moments with family and friends.