Jordan Norley, AIF® CPFA®

Wealth Advisor



610-520-1500 x 107


(AIF) Accredited Investment Fiduciary

(CPFA) Certified Plan Fiduciary Advisor

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Jordan is a Partner and Certified Plan Fiduciary Advisor with Independence Square and co-founder of The Plan Advocate®.  He has been in the industry for over 13 years, focusing on retirement plan strategies for businesses and executives. Jordan is an LPL registered representative and Life/Accident/Health licensee with Series 7 and Series 66 registrations held through LPL Financial.

Jordan earned his B.S. in Management Science and Information Systems from the Smeal College of Business at Penn State University. Jordan also studied international business and economics at the Victoria University of Wellington, New Zealand.

With Jordan’s experience, he brings clients unbiased advice and the ability to act as a stated ERISA 3(21) or ERISA 3(38) co-fiduciary to plan sponsor clients. He is dedicated to helping plan sponsors run their retirement programs with minimal effort, while addressing fiduciary responsibilities, and driving retirement readiness for their employees.

Jordan is dedicated to helping his community, currently serving as Mayor of West Chester Borough, PA.

Jordan resides in West Chester, PA with his wife and daughter.