Our Team

Alli Jordan

Outsourced Director of Platform and Advisory Services

Alli Jordan, President of LibertyFi, is the Outsourced Director of Platform and Advisory Services for Uniting Wealth Partners. She and her team play a key role in supporting advisors by optimizing platform solutions, streamlining operations, and managing service escalations. With over a decade of experience in financial services, Alli specializes in helping advisors enhance efficiency through technology.

Before LibertyFi, Alli was a Business Consultant for the wealth management division at Sterne Agee and Leach, Inc. She worked closely with financial advisors to improve their business operations and served as the Principal Envestnet Administrator and Relationship Manager, overseeing platform conversions and support for RIAs and IARs.

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5201 Johnson Drive

Mission, KS 66205

5201 Johnson Drive
Mission, KS 66205

Uniting Wealth Partners, LLC (“Uniting Wealth Partners”) is a Registered Investment Advisor (“RIA”) with the U.S. Securities and Exchange Commission (“SEC”). Uniting Wealth Partners is a wholly owned subsidiary of Wealth Advisor Growth Network LLC. Uniting Wealth Partners provides investment advisory and related services for clients nationally. Uniting Wealth Partners will maintain all applicable registration and licenses as required by the various states in which Uniting Wealth Partners conducts business, as applicable. Uniting Wealth Partners renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion. For current information, please visit the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with our CRD # 332317.