Innovative Wealth Management and Retirement Consulting
You didn’t achieve your wealth by accident, so why leave your financial freedom to chance?
Gordon Asset Management is a holistic asset management company focused on three distinct areas of financial advice: Wealth Management for high-net-worth and high-income individuals – Retirement Plan Consulting for businesses – Exit Planning for owners of privately held businesses. We are a dedicated team of highly credentialed, financial professionals comprised of CERTIFIED FINANCIAL Analysts ® and Accredited Investment Fiduciaries ®.
No matter what type of financial advice you are seeking today, you can expect some things that you will not find at one of those wholesale financial institutions such as banks and brokerage firms: transparent communication, ongoing commitment to innovation and knowledge through education, and individual fiduciary accountability not offered by many others. Our financial experts are here to guide you so that you may enjoy the peace of mind that comes with financial freedom.
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You have worked hard to build your wealth and need custom strategies to help you accomplish your financial goals. Our wealth management strategies will:
- Generate cash flow
- Allocate capital
- Analyze and manage risk factors
- Protect assets
Most companies today have a core 401(k) retirement plan, however, each company should have a great retirement plan that gives their company participants and trustees:
- Custom participant advice
- Full fee transparency
- Fiduciary accountability
Exit planning involves more than simply valuing your business and selling it in the open market. We walk our business owners through an exit planning discovery process whereby we focus on:
- Strengths and opportunities
- All possible obstacles
- Securing retirement cash flow
Gordon Asset Management News
December 10, 2009
Joe Gordon’s Appearance on CNBC November 20, 2009
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Certified Financial Planners
Gordon Asset Management, LLC CERTIFIED FINANCIAL PLANNERS™ (CFP®), Certified Investment Management Analysts (CIMA®) and Accredited Investment Fiduciaries (AIF®) offer three core financial services that encompass a comprehensive financial view.
These services are what make Gordon Asset Management, LLC the only asset management company you will ever need. The credentials required by Gordon Asset Management, LLC are what give us the confidence to tell you that your money and future are safe.
Our asset management services are provided on a fee basis with full disclosure and negotiated at the point of engagement based on exactly what services you want.
For a full explanation of our services and fees, please contact us to begin your asset management.
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