A complete list of active advisors currently associated with Gordon Financial

Warmer can help you find a great advisor at Gordon Financial or one who fits your needs even better.

Gordon Financial provides investment advisory and financial planning services to individuals and non-profit organizations, offering portfolio management, asset-allocation guidance, and written financial plans. Services described in the brochure include discretionary managed accounts, retirement and estate planning input, and consulting on investment products such as mutual funds, bonds, and annuities. The firm tailors advice and portfolio construction to each client’s stated objectives, time horizon, and risk tolerance, using techniques that include asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term positions. Accounts are reviewed at least quarterly and the firm highlights the importance of ongoing consultation with tax professionals because some strategies may have significant tax implications. A noteworthy aspect of the firm is its work with charitable and other non-profit organizations, a client type that is uncommon among independent advisers. The brochure also discloses operational choices that differ from many peers — for example, the firm does not aggregate multiple clients’ orders for block execution and does not vote proxies on clients’ behalf — and it may include a comprehensive financial plan with certain asset-management relationships or offer standalone planning on fixed or hourly terms.

To learn more about the advisors currently working at Gordon Financial, 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.