- • 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
Joseph M. Gordon
Joseph M. Gordon (“Joe”) is a licensed CERTIFIED FINANCIAL PLANNER™ (“CFP®”) and Certified Investment Management Analyst (“CIMA®”) with over 30 years of professional experience in the financial services industry and is a member of leading pension and financial services organizations, including the Financial Planning Association, The American Society of Pension Professionals and Actuaries, The International Forum, AALU, and the Investment Management Consultants Association.
A graduate of the University of North Carolina at Chapel Hill, he is founder and managing member of an independent SEC registered investment advisory firm, Gordon Asset Management, LLC, which provides wealth management for high net worth and high income individuals, retirement plan consulting, and exit planning services for the retirement and transitional planning needs of closely held business owners.
A published co-author of three highly acclaimed financial books covering wealth management, retirement planning and business transition planning; he is a frequent speaker before professional and civic groups. He holds the Accredited Investment Fiduciary (“AIF®”) designation from The Center for Fiduciary Studies. He is Series 7, 24 and 65 securities licensed and is a Registered Principal with CW Securities, LLC, an independent registered broker-dealer and member FINRA firm. He also holds a life, accident and health insurance license, a life settlement broker license, and has his ChFC and CLU designations coupled with a Master of Science degree in Financial Services from the American College in Bryn Mawr, PA. He is an Associated Professional Member (“APM”) with The American Society of Pension Professionals and Actuaries.
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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 >
