Hi there! š Iām Jordan, a financial advisor who believes investment expertise only matters when itās paired with thoughtful planning and real-life guidance. I work primarily with professionals and families in their peak earning years, helping them navigate big decisions ā balancing career growth, family priorities, retirement planning, and long-term legacy goals. My approach centers on building clear, personalized strategies that integrate investment management, tax-aware planning, and long-term wealth design so clients can move forward with confidence, not uncertainty.
Outside of the office, I value the same discipline and balance I encourage in financial planning. I spend most of my time with my children, staying active through fitness training and golf, and continually investing in personal development. Habits that mirror the consistency and long-term mindset I bring to helping clients pursue lasting financial success.
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Carmel, IN
āFinancial planning shouldnāt just grow your wealth ā it should make every major life decision clearer and less stressful. My job is to give you the confidence to move forward.ā
Our Team
At Mosaic Wealth Advisors, our philosophy centers on "Every Piece Matters". We believe effective financial planning goes beyond investments and insurance. Many advisors can focus primarily on product sales, but we take a comprehensive approach that considers taxes, estate planning, risk management, career decisions, and family dynamics. We also prioritize education, taking time to explain the what, when, where, and why of every recommendation. Our team includes advisors with specialized backgrounds in tax planning (CPA), healthcare professions, and life transitions, allowing us to bring relevant experience to complex situations.Ā Ā
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How can I help?
Financial Planning & Analysis
Retirement Planning
Transition into your golden years with confidence. Our goal is to see to it that youāre prepared for the unpredictable. Let us turn your retirement dreams into actionable plans.
Succession Planning
Building a successful business is an incredible feat, but what happens to your hard-earned legacy when you're ready to step down? We build strategic blueprints to help ensure the continued growth and success of your enterprise.
Risk Management
Identify and address potential risks to help protect your assets in an ever-changing market landscape.
Monthly recaps on financial markets. Stay in the loop with Jordan.
Get to know Jordan
Jordan Lauber believes investment expertise only matters when itās paired with thoughtful planning and real-life guidance. That belief drew him to financial advisingā¦helping people make confident decisions during moments that often feel uncertain, complex, and deeply personal.
Jordan specializes in working with professionals and families in their peak earning and decision-making years. He helps clients navigate competing priorities such as career growth, family responsibilities, retirement planning, and legacy goals. His process centers on building clear, personalized strategies that connect wealth with purpose.
His approach is rooted in transparency, trust, and long-term partnership. Rather than focusing on products, Jordan collaborates with clients to develop customized plans that integrate investment management, tax-aware planning strategies, and long-term wealth design. Clients appreciate his ability to simplify complex financial decisions while keeping their broader life goals front and center.
Outside of the office, Jordan prioritizes time with his children and maintaining a balanced lifestyle. He enjoys fitness training, golf, and personal development ā pursuits that reflect the discipline and consistency he brings to helping clients pursue long-term financial success.
Jordan is committed to turning financial complexity into a clear, confident path forward built on trust and lasting relationships.
Iāve always been drawn to helping people think through big life decisions, the kind that donāt have simple answers. Early on, I realized finances sit at the center of almost all of them: career changes, buying a home, supporting family, and planning for the future. Becoming a financial advisor felt like a natural way to make a meaningful impact, guiding individuals and families toward clarity, confidence, and long-term security.
I specialize in helping clients protect their financial plans through thoughtful insurance planning, with a focus on life insurance and disability income protection. These strategies play an important role in safeguarding families, supporting business continuity, and making sure long-term plans stay on track even if the unexpected happens. My goal is to help clients feel confident knowing the people and goals they care about most are properly protected.
I work with a wide range of clients, including business owners, professionals, and families who are focused on building, protecting, and transitioning their wealth. Many of my clients are preparing for retirement, managing growing financial complexity, or navigating important life transitions.
I focus on tax planning and optimization because they are crucial aspects to consider when managing your finances. By strategizing efficient ways to minimize tax liabilities and maximize savings, my clients can plan for the future. Additionally, I also help clients with retirement planning, Investment management, and cash flow planning because they are essential for maintaining a healthy financial balance.
I help clients develop strategies that support both wealth growth and financial protection. These often include retirement income planning, investment diversification, and risk management through life and disability insurance. I also assist clients with tax-efficient investment strategies, education planning, and business continuity planning. My goal is to ensure each strategy works together to support long-term financial stability and flexibility as life changes.
What sets my approach apart is my focus on building long-term relationships, not just delivering one-time recommendations. I believe financial planning works best when itās grounded in trust, open communication, and a real understanding of each clientās goals, concerns, and changing priorities. Over time, that partnership allows us to make better decisions and adjust the plan as life evolves.
My favorite part of being a financial advisor is the relationships I build with my clients. I enjoy learning their stories, understanding their motivations, and being someone they can trust as they navigate important financial decisions. Seeing clients gain clarity and confidence over time is what makes this work meaningful to me.
I value the strong combination of innovative technology, operational support, and collaborative culture. The platform allows me to leverage modern planning and investment tools that help improve transparency and efficiency for clients. Just as important is the level of support and the people behind it. Working alongside experienced professionals allows me to stay focused on what matters most, serving my clients and helping them make confident financial decisions.
Book a 30-min introductory call with Joshua.
Meet and greet. Get to know each other and learn about the benefits of wealth management through Savvy.
Neither Savvy Wealth, nor Savvy Advisors compensates directly for testimonials or endorsements provided herein, by advisers. However advisors may have an indirect financial incentive to provide testimonials.
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