William Jordan Associates

“Guarding Your Financial Future” with proven financial expertise you can trust.

William Jordan Associates, Inc. (formerly The Sentinel Group, Inc.)

We are William Jordan Associates, one of the premier financial planning and wealth management firms in Orange County. If you are looking for The Sentinel Group, or Sentinel Capital Management, you are in the right place. As our firm continues to grow, we have changed our company name. Same trusted expertise and client service you have come to expect, with even more unique and customized financial strategies for protecting and growing our client's wealth.

What do you expect your financial future to look like? GREAT, right? We do too, so let’s plan it together…

Most financial planners briefly discuss and identify goals, set asset allocation, search for high returns and monitor performance. William Jordan Associates goes a step further – we build relationships. We design a financial road map for each client based on his or her collective dreams and goals. We audit the plan’s probability, customizing and monitoring it for changes in goals. We continually communicate to our client the plan’s performance, ensuring it stays on the road mapped for success.

Whether you are 41 or 71 you have goals and nearly all of them involve money. Don’t let that stand in your way. We’ll help you get there, wherever your “there” may be: