# Crafted Financial Planning

Crafted Financial Planning is a Multi Family Office based in United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** craftedfinancialplanning.com
- **LinkedIn:** https://www.linkedin.com/company/jordanbanning

## Regulatory record

- **CRD number:** 329597
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/329597

## About

Crafted Financial Planning serves high-earning millennials in tech and medicine. The firm helps clients optimize tax strategy, leverage company benefits and equity compensation, and build sustainable wealth. They position themselves as a financial thought partner for life's biggest decisions, offering clear advice without sales pitches or jargon.

## Sectors

- Tech and Medicine

## People

- Jordan Banning — Founder & President
- Jordan Banning — CERTIFIED FINANCIAL PLANNER practitioner

## Related profiles

- [Crandell Financial Planning](https://altss.com/profile/crandell-financial-planning-llc)

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Last updated: 2026-08-11T15:06:27.647Z

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