Gordian Wealth Advisors, LLC

Scott Peters is a financial advisor at Gordian Wealth Advisors, LLC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Gordian Wealth Advisors since 2015, alongside prior roles at Sanctuary Securities, LLC and Capulent, LLC. Gordian Wealth Advisors primarily serves high-net-worth individuals, trusts, and estates, providing discretionary portfolio management, independent manager oversight, and integrated financial planning. The firm employs a blend of fundamental and quantitative analysis to implement diversified, asset-allocation-driven strategies tailored to clients' objectives and risk tolerance.

William Mckenna is a financial advisor with Gordian Wealth Advisors, LLC in Richardson, TX. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Gordian Wealth Advisors, he spent ten years at Blue Hen Capital, LLC. Gordian Wealth Advisors manages approximately $488.7 million for high-net-worth individuals, trusts, and estates, offering discretionary portfolio management, integrated financial planning, and access to independent managers and private pooled investment vehicles. The firm employs tailored asset allocation and manager selection processes overseen by an investment committee and utilizes strategies such as covered-call overlays and endowment-style diversified models.

Elliott Elbaz is a financial advisor with Gordian Wealth Advisors, LLC in Mill Valley, CA, holding a Series 63 designation and 29 years of industry experience. He has been with Gordian Wealth Advisors since 2011 and has worked at related firms such as Gordian Capital Management and Capulent, LLC. Outside of his advisory roles, he is involved in Bella Clancy Management, a real estate ownership and management business. Gordian Wealth Advisors, LLC manages approximately $488.7 million for high-net-worth individuals, trusts, and estates, providing discretionary portfolio management, integrated financial planning, and access to independent managers and private pooled investment vehicles. The firm develops tailored Investment Policy Statements and employs strategies including covered-call overlays, endowment-style diversification, large-cap growth, and a concentrated “Best Ideas” fund, with active use of derivatives and margin when appropriate.

Michael Phippen is a financial advisor at Gordian Wealth Advisors, LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Gordian Wealth Advisors since 2015. His prior experience includes roles at Sanctuary Securities, LLC and Gordian Capital Management, LLC. Gordian Wealth Advisors manages approximately $488.7 million primarily for high-net-worth individuals, trusts, and estates, offering discretionary portfolio management, integrated financial planning, and access to independent managers and private pooled investment vehicles. The firm develops customized Investment Policy Statements and employs a range of strategies, including covered-call overlays and an endowment-style diversified model, with oversight from an investment committee.

Cullen Jowitt is a financial advisor at Gordian Wealth Advisors, LLC with seven years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Gordian Wealth Advisors in 2019, he worked at Zeta Global for five years. He is also a partner in Jowitt Consulting, a non-investment-related business. Gordian Wealth Advisors serves primarily high-net-worth individuals as well as trusts and estates, providing discretionary portfolio management, independent manager oversight, and integrated financial planning. The firm employs a blend of fundamental and quantitative analysis to implement diversified, asset-allocation-driven strategies tailored to each client’s objectives and risk tolerance.