Gordon Asset Management

At Gordon Asset Management, LLC, we are committed to providing exceptional financial guidance to individuals, families, businesses, and business owners. As an independent fiduciary, our priority lies in delivering objective and unbiased advice to help our clients achieve their investment and planning objectives.

Our Expertise

Our team of experienced professionals, led by Joe Gordon, CFP, CPFA, CIMA, AIFA, Managing Partner, has over 40 years of combined experience in the financial services industry. We specialize in connecting the dots between workplace benefits and personal financial planning, providing comprehensive solutions to optimize our clients' unique situations.

Wealth Management

Our wealth management services are tailored to meet the specific needs of individuals, families, and business owners. We provide vigilant oversight and keen insight to help our clients achieve their financial goals, whether it's wealth accumulation, wealth preservation, or wealth transfer.

Retirement Plan Services

Our team is well-versed in company retirement plans, operating at the convergence of complex laws and regulations, litigation, and investments. We help mitigate risks and maximize participant satisfaction for businesses of all sizes.

Entrepreneur Consulting

Business owners face unique challenges. We offer comprehensive solutions to optimize their situations, whether it's maximizing company value, reducing risks, or tax planning.

Our Commitment

At Gordon Asset Management, LLC, we are dedicated to providing exceptional service, personalized attention, and unbiased advice. We take pride in being an independent fiduciary, committed to doing business the right way.

Meet Our Team

Our team of experts is dedicated to delivering exceptional service and personalized attention to our clients. Meet our team of financial professionals, and learn more about their experience and expertise.