Team

Jordan Rodriguez founded Chagrin Valley Legacy Advisors to build the kind of advisory firm he believed clients increasingly needed—but rarely experienced.

 

After spending nearly a decade in traditional wealth management structures, Jordan saw the opportunity to bring together the most impactful knowledge he'd gained through the years and the most innovative technology solutions in the industry. Purpose-built using guidance from his best clients, Chagrin Valley Legacy Advisors exists specifically for families and businesses wanting to create a multi-generational legacy.

 

“As financial lives become more interconnected, advice can no longer exist in silos,” Jordan explains. “Clients deserve an advisor who is fully aligned with them, who understands not just their investments but the broader context of their business, family, and long-term vision. Independence allows me to build that kind of relationship—without compromise.”

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At Chagrin Valley Legacy Advisors, Jordan works as a fiduciary in all situations, designing advice around each client’s specific goals and circumstances rather than predefined solutions. His role often extends beyond traditional financial planning, coordinating with attorneys, accountants, bankers, and other professionals to bring clarity and structure to decisions that can quickly become complex—particularly for businesses and families navigating growth, transition, or liquidity events.