Founded in 2005, Gordon Asset Management, LLC is a fee-only registered investment advisor (RIA) that serves individuals, families, and institutional clients, primarily corporate retirement plan sponsors. The firm operates as a fiduciary, prioritizing clients' best interests. Its core services encompass comprehensive financial planning, discretionary investment management, and specialized consulting for 401(k) and other qualified retirement plans. The company emphasizes a team-based approach and data-driven strategies to help clients achieve their long-term financial goals.

Founded in

United States