Innovative Wealth Management and Retirement Consulting
You didn’t achieve your wealth by accident, so why leave your financial freedom to chance?
Gordon Asset Management is a holistic asset management company focused on three distinct areas of financial advice: Wealth Management for high-net-worth and high-income individuals – Retirement Plan Consulting for businesses – Exit Planning for owners of privately held businesses. We are a dedicated team of highly credentialed, financial professionals comprised of CERTIFIED FINANCIAL PLANNER™ (“CFP®”) designees, Certified Investment Management Analyst® (“CIMA®”) designees, and Accredited Investment Fiduciaries (“AIF ®”).
No matter what type of financial advice you are seeking, you will experience many things which you will not find at a retail financial institutions such as banks and brokerage firms: transparent communication of all fees and conflicts of interest, an ongoing commitment to innovation and knowledge through extensive commitment to continuing education, and fiduciary accountability to always act in your best interests first. Our financial experts are here to guide you so that you may enjoy the peace of mind that comes with financial freedom.
For a comprehensive retirement plan analysis, please complete the form below
You have worked hard to build your wealth and need custom strategies to help you accomplish your financial goals. Our wealth management strategies will:
- Generate cash flow
- Allocate capital
- Analyze and manage risk factors
- Protect assets
Most companies today have a core 401(k) retirement plan, however, each company should have a great retirement plan that gives their company participants and trustees:
- Custom participant advice
- Full fee transparency
- Fiduciary accountability
Exit planning involves more than simply valuing your business and selling it in the open market. We walk our business owners through an exit planning discovery process whereby we focus on:
- Strengths and opportunities
- All possible obstacles
- Securing retirement cash flow
Gordon Asset Management News
May 08, 2012
Joe Gordon and Todd Misenheimer Attend 9th Annual Strategic Investment Conference, sponsored by John Mauldin and Altegris, the largest US based alternative investment platform for independent advisors, in Carlsbad, CA., May 2nd to May 5th, 2012…
Gordon Asset Management Strategic Investment Conference Economic Update May 8th, 2012May 04, 2012
NAPA News Release May 3, 2012
The below link is a news release from The National Association of Plan Advisors (NAPA) - an individual membership organization created by and for retirement plan advisors uniquely committed to the seven core principles of advisors serving employer-sponsored retirement plans. This announcement also states that as a founding member Joe Gordon has a seat on NAPA's Leadership Council that is charged with setting the strategic direction and making policy decisions on all matters related to NAPA's mission.
April 02, 2012
Joe Gordon and Todd Misenheimer attended the 2012 Barron’s Independent Advisors Conference in Phoenix, AZ
2012 Barron's Top Independent Advisors SummitRead More Gordon Asset Management. LLC News Items >
For a full explanation of our services and fees, please contact us to begin your asset management.
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