WHO'S WATCHING YOUR WEALTH?
Entrust your financial future to a fiduciary who provides vigilant oversight and keen insight.
At Gordon Asset Management, LLC, serve as financial advisor and consultant to individuals, families, businesses, and business owners. Our specialty lies in connecting the dots between workplace benefits and personal financial planning.
As an independent fiduciary, our commitment lies in providing objective and unbiased advice to assist in achieving your investment and planning objectives.
Company retirement plans operate at the convergence of complex laws & regulation, litigation, and investments. Learn how we can help mitigate risks and maximize participant satisfaction.
Business owners face unique challenges. Whether it's maximizing your company's value, reducing risks, or tax planning, we offer comprehensive solutions to optimize your unique situation.
Glenn Moore, CFA, CFP, CAIA
Partner, Director of Wealth Planning Services
Todd "Z" Zempel, CPFA, QKA, AIFA
Partner, Director or Retirement Plan Services
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