Gordon Asset Management, LLC :: Wealth Management, Retirement Plans, Investment Advisor, Exit Planning: Our Team

• Our Team: • Joseph M. Gordon; • Russell B. Smith; • David Todd Misenheimer; • Christian D. Keedy, Jr.; • Rand Millwood; • Gregory T. Rhinehardt; • J. Robert Stogner
• CODE Of Ethics
• Strategic Partners

Our Team

Gordon Asset Management, LLC is comprised of four key owner-professionals, namely, Joe Gordon, Russell Smith, and Todd Misenheimer, all of whom operate under the utmost strict ethical standards and are passionate about a commitment to life long investment in human capital. Because we are owners, we feel we have the highest likelihood of achieving significant success in meeting our clients’ expectations because we have ‘skin’ in the game.

Our firm is completely independent of any brokerage firm, insurance company, bank or other product vendor and hence, we operate without any conflicts of interest. We are a privately held company based in North Carolina. With our extensive experience, knowledge and commitment to service, we believe we have built a unique firm providing financial and retirement planning strategies with the personal connection necessary to create peace of mind awareness for our clients and their wealth. We believe that with the innovation necessary to manage our clients’ finances, and the trusted relationships we have build over the last 30 years, gives us a unique approach that separates our firm from most.

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Rather than create our own carefully crafted code of ethics, certain partners of the firm through their various trade associations are held to a certain code of ethics individually as a designee or licensee. Read More >

Gordon Asset Management, is North Carolina's premier Asset Management company, specializing in Wealth Management, Retirement Plans and Exit Planning services. Located in the Research Triangle of Raleigh-Durham and Chapel Hill , Gordon Asset Management services the Triad of Greensboro, High Point and Winston-Salem as well as throughout North Carolina, East Tennessee and South Carolina.

Investment advice provided by Gordon Asset Management, LLC, a registered investment advisor with the Securities and Exchange Commission.

"Representatives registered with and securities offered through CW Securities LLC, a registered broker/dealer, and Member of the FINRA/SIPC. Gordon Asset Management, LLC and CW Securities LLC are not affiliated."