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 at Gordian Wealth Advisors, LLC with over 10 years of industry experience. He previously worked at Blue Hen Capital, LLC for a decade prior to joining Gordian Wealth Advisors. Outside of his advisory role, he owns and operates a personal rental property management business. Gordian Wealth Advisors manages approximately $489 million primarily for high-net-worth individuals, trusts, and estates. The firm offers discretionary portfolio management, integrated financial planning, and access to independent managers and private pooled investment vehicles, implementing tailored asset-allocation strategies overseen by an investment committee.

Elliott Elbaz is a financial advisor with Gordian Wealth Advisors, LLC in Mill Valley, CA, holding a Series 63 designation and 28 years of industry experience. He has been affiliated with Gordian Wealth Advisors since 2011 and has held roles at Gordian Capital Management and Capulent, LLC during his career. Outside of advisory work, he is the owner of Bella Clancy Management, a real estate ownership and management business based in Palm Desert, CA. Gordian Wealth Advisors primarily serves high-net-worth individuals, trusts, and estates, offering discretionary portfolio management, independent manager oversight, and integrated financial planning. The firm employs a combination of fundamental and quantitative analysis to implement diversified, asset-allocation-driven strategies tailored to each client’s objectives and risk tolerance.

Michael Phippen is a financial advisor at Gordian Wealth Advisors, LLC with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms including Capulent, LLC and Sanctuary Securities, LLC. He is also involved with Gordian Capital Management, a registered investment advisor. Gordian Wealth Advisors primarily serves high-net-worth individuals, trusts, and estates by providing discretionary portfolio management, independent manager oversight, and integrated financial planning. The firm employs a blended fundamental and quantitative investment approach with diversified, asset-allocation-driven strategies tailored to each client’s objectives and risk tolerance.

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.