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

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

Gordian Wealth Advisors, LLC manages approximately $488.7 million for high‑net‑worth individuals, trusts and estates and does not generally serve lower‑net‑worth individual clients. The firm provides discretionary portfolio management, integrated financial planning at no separate charge, and access to independent managers and private pooled investment vehicles. Gordian develops an Investment Policy Statement for each client and implements tailored asset‑allocation and manager‑selection processes overseen by an investment committee. Its stated strategies include covered‑call overlays, an endowment‑style diversified model, large‑cap growth and a concentrated “Best Ideas” fund, and the firm may use derivatives, options, short sales and margin in separately managed accounts when appropriate. The firm is notable among similarly sized teams for its broker‑dealer relationships and transaction‑based activities: several supervised persons are registered representatives of Capulent, LLC and the firm discloses it may receive commissions or selling compensation on certain referrals. Gordian also sponsors and is affiliated with other advisers and multiple pooled funds—including a related adviser, Gordian Capital Management, and arrangements to share incentive allocations (for example a 40% interest in RH‑GI GP LLC)—with those relationships disclosed and subject to internal conflict‑management procedures.

To learn more about the advisors currently working at Gordian Wealth 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.