Careful personalized planning to fulfill your financial goals
As a Fiduciary, we place your interests first. Our core principles of transparency, accountability, and continuous improvement result in long-term trusting relationships with our clients.
Personal wealth management services for individuals and families.
Retirement Plan Services
Fiduciary services for corporate retirement plans.
401(k) Fee Disclosure
Benchmarking and assessment services for plan sponsors.
Our experience serving both institutional and individual clients uniquely positions us to universally apply the best practices of both disciplines to maximize client satisfaction.
It’s not just about risk and return; it’s about what’s under the hood and who’s behind the wheel. Our goal is to provide you with solutions that will help you reach your goals while allowing you to sleep well at night.
Big bets can win big rewards--or big losses. That’s not what we do. Our disciplined approach helps clients to grow what they have and preserve it for when they need it. Our unbiased approach ensures objectivity.
There’s no one-size-fits-all approach when it comes to planning for your future. Retirement planning begins with a discussion about your needs.
Retirement Plan Services
Plan Sponsor Support
Our goal is to form a partnership to support your business. We help with all aspects of your corporate retirement plan including; fiduciary governance & oversight, plan design, investment selection & monitoring, and cost controls.
Helping participants to get on track, and stay on track, for retirement is the core function of any retirement plan. Our nimble, results-oriented approach utilizes the best practices of plan design and behavioral finance to help participants achieve retirement readiness.
Whether you’re a small business owner looking to maximize tax deferred savings, or human resource specialist looking for a tool to recruit and retain talent, we have the skill and experience to maximize the impact of your benefits budget.
Our investment in human capital will yield dividends that will last for generations. Learn more about our talented team of professionals.
CFP®, CIMA®, AIFA®, CPFA
Joe founded the SEC registered investment advisory firm in 2001 and has over 30 years of professional experience in the financial services industry. Previously, Joe was a majority owner of both an investment advisory firm and a 401(k) recordkeeping firm dating back to the early 1980's. A graduate of the University of North Carolina, Joe focuses on business development and client relationship management and is a co-chair of the Investment Policy Committee
Insurance Consultant & Administrative Support
Adria Yannaccone has 10 years of professional experience in the retirement plan and financial services industry. She joined Gordon Asset Management, LLC in 2011 offering ERISA operations support. Adria received her Bachelors of Science degree in Business Administration with a minor in Communications from Lebanon Valley College in Annville, PA and holds her ARPS designation.
Executive Director, Retirement Plan Services
QKA®, AIFA®, CFPA
Todd Zempel, known as "Z", has over 12 years of extensive industry experience. Prior to taking over retirement plan operations for the Gordon Asset Management, Z spent a decade as a TPA and record-keeper. Z holds the Accredited Investment Fiduciary Analyst (AIFA) designation Qualified 401(k) Administrator (QKA) designation, and is a Certified Plan Fiduciary Adviser (CPFA). Z was voted one of the nation’s top 50 retirement plan advisors under the age of 40 in 2015.
J.T. joined Gordon Asset Management, LLC as an intern in 2014, and was soon after hired as a full time member of the ERISA team. His primary responsibilities include participant education & enrollment, meeting preparation, and assisting with day-to-day client service. J.T. graduated from The University of North Carolina at Chapel Hill and currently holds his CPFC and AIF designations.
Josh is an Investment Advisor Representative (IAR) for Gordon Asset Management, LLC. Born and raised in the Carolinas, he graduated magna cum laude as a student athlete from Coastal Carolina University with a degree in Finance. During his time at Coastal, he played quarterback for the football team and was part of the prestigious Wall Fellows Program.
Josh is one of the few individuals at our firm that operates as an IAR. He stays close to the beach and works out of an office in Murrells Inlet, SC. His primary focus is servicing 401(k) plans. He is also passionate about helping small businesses, sole proprietors and individuals who are looking for an easier way to save towards retirement through our SEP, SIMPLE and IRA solutions.