Jordan Maly

Jordan Maly, CFP®, is an Associate on the Client Advisory team at Simon Quick Advisors, LLC in Denver, Colorado. He specializes in providing comprehensive wealth management and financial planning services, supporting clients with retirement, tax, estate, and investment strategies. As part of his current role, he collaborates with partners and clients to tailor solutions across a full suite of advisory needs, addressing the complex financial goals of individuals, families, and business owners.

Jordan’s expertise spans a range of asset classes with a focus on multi-asset investment portfolios, including traditional equities, fixed income, and alternative investments as part of customized asset allocation strategies. He has advanced through multiple roles at Simon Quick Advisors since 2020, previously serving as Analyst and Client Service Administrator, where he gained deep experience in client service, portfolio analysis, and operational support.

Jordan holds a Bachelor’s Degree in Finance from Monmouth University and is a CERTIFIED FINANCIAL PLANNER™ professional. His commitment to client service and his contributions to the Denver office’s growth reflect his ongoing impact at Simon Quick Advisors and in the broader investment advisory industry.