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 PLANNER™ (“CFP®”) 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.

Please click here to see our Company Overview video in full size.

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

September 01, 2010

Joe Gordon and Todd Misenheimer Recent Press Quotes

CNBC.com 8/5/2010
Managing partner of Gordon Asset Management Joe Gordon explains the importance of job creation in supporting the overall market recovery. Without an increase in employment numbers, “you can’t get consumer confidence up and spending up.” says Gordon. He cautions that a continued downward trend in employment numbers will cause investors to remain cautious in the markets, therefore, further stunting recovery.

Kiplinger 8/5/2010
Joe Gordon, Gordon Asset Management managing partner, speaks with reporter Stephen Bernard about market reaction to economic indicator reports. Gordon emphasizes the importance of job creation in strengthening investor confidence in the market and notes that without an improvement in employment numbers, investors will remain very cautious.

MSN Money 8/5/2010
Gordon Asset Management managing partner Joe Gordon shares his insight with MSN Money readers regarding the correlation between economic indicators and investor perception of the economic recovery. To highlight the relationship, Gordon says, “Without job creation, you can’t get consumer confidence up and spending up.” He emphasizes how improved employment numbers will help ease consumer uncertainty.

Forbes 8/5/2010
Reporter Stephen Bernard consults Joe Gordon, managing partner of Gordon Asset Management, regarding the economy’s emphasis on employment numbers signaling recovery. Gordon notes people are very cautious as they navigate the current market environment and emphasizes consumer confidence and spending are hinged on job recovery.

Business Week 8/5/2010
Managing partner of Gordon Asset Management Joe Gordon addresses concerns with various economic indicators and conditions as the market struggles to recover. Gordon emphasizes the importance of job creation, which, he predicts, will contribute to a rise in consumer confidence and consumer spending. However, he notes until more jobs are secured, investors will remain cautious.

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.

Join Our Mailing List And Receive A Free Book Of Your Choice >
Click Here To Listen To The Money Talks Series w/Joe Gordon >