Every Journey Starts with One Step

A Simple, Proven Process

At Northbridge Advisory we specialize in a client‑first approach to strategic planning. We educate on proven strategies and implement only the tactics that align with your values and goals. To make decisions with confidence we start with a clear three‑step process.

Ian Hayes

Portrait of Jordan Rivera, confident professional, mid-30s, business casual, soft studio lighting, neutral background, full face and shoulders visible, cropped square for profile use.

Founder and family-focused strategist committed to helping people build secure, tax‑efficient futures. Emphasizes intention, clarity, and stewardship over product pushing.

Meet the Team

Founder of Leveraged Financial and a family-focused strategist committed to helping people build a secure and tax-efficient future. I’m a husband, father, and someone who believes that true wealth begins with intention, clarity, and stewardship.

I created this platform to simplify financial concepts that are rarely taught, yet deeply impact families for generations — things like tax-free retirement planning, wealth transfer, estate preservation, and minimizing taxation over a lifetime. My approach isn’t about products — it’s about strategy, education, and empowering you to make informed decisions that align with your values and long-term vision.

Here, you won’t find cookie-cutter advice. You’ll find guidance rooted in transparency, integrity, and a genuine desire to help families create lasting generational stability. My goal is simple: give you the knowledge, tools, and personalized strategies to protect what you’ve built and grow it with purpose.

If you’re looking for clarity, strategic guidance, and a family-first perspective on wealth and retirement planning, I’d love to connect.