A complete list of active advisors currently associated with Gordian Advisors, LLC

Warmer can help you find a great advisor at Gordian Advisors, LLC or one who fits your needs even better.

Gordian Advisors serves individuals, high-net-worth clients, trusts and pooled retirement plans, providing portfolio management, comprehensive financial planning and retirement-plan consulting. The firm operates on a fee-only basis and offers both discretionary and non-discretionary advisory services. The investment approach emphasizes diversified asset allocation implemented primarily through no-load mutual funds and exchange-traded funds, with individual fixed-income securities used in larger accounts and options limited to hedging rather than speculation. Advisors act as fiduciaries and incorporate clients’ outside, non-managed assets into planning analyses while leaving management of those assets to the client. A distinctive feature is a compact three-advisor team that manages several hundred million in client assets and brings combined experience in institutional asset management, equity research and trading, tax and estate practice, and compliance, with each primary advisor holding the CFP designation. Operationally the firm typically asks clients to select their own custodian (while recommending a primary custodian for convenience), does not aggregate trades across households, and leaves proxy voting to clients, practices that differ from many peers.

To learn more about the advisors currently working at Gordian Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.