Gordon Asset Management

Gordon Asset Management, LLC delivers comprehensive financial advisory and consulting services, specializing in wealth management for individuals, families, and business owners, alongside corporate retirement plan solutions for businesses. The firm’s offerings encompass personalized investment management, strategic retirement and tax planning, and specialized guidance for entrepreneurs integrating business assets into their personal financial strategies. They provide robust support for corporate 401(k) and pension plan management, focusing on fiduciary guidance and compliance to optimize long-term financial success for their diverse client base.

The company was founded in 2003 by Joe Gordon, leveraging his extensive experience in the financial industry. Gordon, a recognized thought leader, speaker, and author in the retirement sector, established Gordon Asset Management after successfully building and selling a predecessor investment advisory, pension consulting, and record-keeping TPA firm he started in the early 1980s. His deep understanding of wealth and retirement planning formed the foundational insight for creating a client-focused advisory practice.

Gordon Asset Management serves a broad clientele including individuals, families, entrepreneurs, and established businesses seeking expert financial stewardship. The firm's overarching vision is to empower clients’ financial growth, providing tailored strategies that help them build, preserve, and strategically manage their wealth. They strive to be a trusted partner in navigating complex financial landscapes and achieving enduring prosperity for all their clients.