Our Beginning
Inspired by a Pioneer in Financial Services.
Our founder’s late aunt was the first woman in Indiana licensed with the New York Stock Exchange. Her courage, integrity, and client-first approach in the face of significant obstacles continues to inspire our practice every day.
Meet Our Team
Experienced Professionals Committed to Your Success.
Our team combines extensive experience with genuine care for each client relationship. We work together to provide you with comprehensive financial guidance and personal attention.
Edward J. Jordanich
Partner, Managing Director
Robbie Kealy
Registered Client Services Associate
About &Partners
We are proud to partner with &Partners, a wealth management firm offering advanced technology, a flexible investment platform, and premium service.
What Guides Us
Principles That Shape Every
Client Relationship.
Our values aren’t just words on a wall – they’re the foundation of how we approach every conversation, recommendation, and relationship we build.
Integrity
We approach each day with intent to do things well and honestly.
Personal Care
We know, respect, and genuinely care about our clients’ lives and financial goals.
Long-Term Perspective
We emphasize sustainable strategies while providing immediate help with current concerns.
Our Purpose
Helping You Make Financial Decisions With Confidence.
We exist to know, respect, and care about our clients’ lives while providing financial guidance that emphasizes long-term perspective alongside immediate support for current concerns.
Looking Forward
Building Relationships
That Span Generations.
We envision a practice where families trust us through life’s major transitions, knowing we’ll help them navigate financial decisions with wisdom, integrity, and genuine personal attention.
