A complete list of active advisors currently associated with Investably LLC

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

Investably serves high-income individuals, families, business founders, and charitable organizations with ongoing wealth management, founder-level “virtual family office” services, one-time planning projects, and sub‑advisory arrangements. The firm also provides retirement plan consulting and limited ERISA 3(21) fiduciary support to employer-sponsored plans in addition to traditional portfolio management for individual households. The firm follows a planning‑first, discretionary investment approach that integrates tax‑aware trading, cash and fixed‑income solutions, and access to private market opportunities as part of a coordinated wealth plan. Services highlight operational features such as institutional cash management, fixed‑income trade desk access, annuity support, and the use of third‑party custody and platform tools to implement and monitor portfolios. Distinctive elements compared with many peers include an affiliated insurance practice and a separate tax‑planning business operated by the firm’s principal — relationships that may result in additional, disclosed compensation when clients use those services. The firm also offers employer retirement plan consulting and hosts paid educational seminars and cohort‑style programs and an invitation‑only emerging wealth offering, features that are less common among independent solo advisers.

To learn more about the advisors currently working at Investably 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.

Name	Location	Years of experience
Michelle Gordon	Orlando, FL	16

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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