Jordan Cohne, RICP®, TPCP® | Financial Planner in Easton MA
Guiding Clients Since 2004
Jordan CohneRICP® • TPCP® • Founder
Founder, Managing Partner and Financial Planner
A second-generation financial planner guiding families across New England towards well informed decisions and a comprehensive financial plan they can have confidence in.
Jordan Cohne founded Clarity Wealth Advisors on a straightforward idea: people make confident decisions with their money when someone takes the time to teach, listen, and plan alongside them.
Jordan graduated from the University of Massachusetts at Amherst in 2004 and began his career beside his father, Marty, a respected advisor for more than 45 years. That apprenticeship shaped the way Jordan works today. He favors a consultative approach centered on education and guidance, so every recommendation is one a client understands and believes in.
As a Retirement Income Certified Professional® and Tax Planning Certified Professional®, Jordan concentrates on the questions that matter most as people approach and enter retirement: how to turn a lifetime of savings into steady income, how to keep more of it after taxes, and how the pieces fit together over time. He works with families and business owners who want a plan they can follow with confidence.
Away from the office, Jordan stays active with regular exercise, enjoys discovering new restaurants, and travels whenever he can. He and his wife, Dana, treasure time with their daughters, Lola and Hazel, and their Goldendoodle, Roxy.
RICP conferred by The American College.
Services Jordan Offers
Planning that connects the decisions you are making now to the retirement income you will depend on later, coordinated in one clear strategy.
A second look at the coverage that safeguards your income, your family, and your business.
Communities Jordan Serves
Based at the firm's South Easton office, Jordan works with clients across Southeastern Massachusetts and the greater Boston area, and by secure video and phone for families who prefer to meet from home or from out of state.
Easton
Mansfield
Foxboro
Norton
Walpole
Canton
Sharon
Westwood
Bridgewater
West Bridgewater
Raynham
Boston
Ready for a clearer plan?
Start with a complimentary introductory call. Jordan will answer your questions and help you see the path ahead, with no pressure and no obligation.
Jordan Cohne is the founder of Clarity Wealth Advisors and helps families and business owners in Southeastern Massachusetts build retirement income plans, coordinate tax strategies, and organize their finances into one written plan. He leads with education so clients understand and are comfortable with every recommendation.
What credentials and experience does Jordan Cohne have?
Jordan is a Retirement Income Certified Professional (RICP) and a Tax Planning Certified Professional (TPCP), designations awarded by The American College of Financial Services. He graduated from the University of Massachusetts at Amherst in 2004 and has practiced since then, beginning his career alongside his father, a financial advisor for more than 45 years.
Who does Jordan Cohne work best with?
Jordan works best with families and business owners who are approaching or living in retirement and want more than investment picks. His clients are typically looking for a written plan, coordinated tax and income strategies, and an advisor who takes time to explain the reasoning behind each decision.
Where is Jordan Cohne located and what areas does he serve?
Jordan works from the Clarity Wealth Advisors office at 448 Turnpike Street, Suite 1-G-A, South Easton, MA 02375. He serves clients across Southeastern Massachusetts, including South Easton, Brockton, Bridgewater, Taunton, Mansfield, and Sharon, and meets with families elsewhere by secure video and phone.
What happens in a first meeting with Jordan?
The first conversation is a relaxed, no-pressure discussion about where you stand and what you want to accomplish. Jordan listens to your goals, answers your questions, and outlines how a plan would take shape. There is no obligation to move forward, and you leave with a clearer sense of your next steps.
How do I schedule a meeting with Jordan Cohne?
You can book an introductory call using the scheduling link on this page, call the office at 508-219-0301, or email jordan.cohne@prudential.com. Jordan will follow up to confirm a time that works for you.
