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You only get one life.

Make it a great one.



 Your trusted wealth advisory helping you build more moments that matter

 

Book Your Free Virtual Call Today


Who We Help

Helping purposeful and mission-driven individuals and organizations  


Individuals & Families

Helping you to plan, build, and protect your wealth to achieve the life goals you desire.

Non-Profit Organizations

Helping you to protect and grow your mission-critical assets and educate your donor base.

Business Owners 

Helping you with your firm’s retirement plan, business valuation, and effective succession planning. 


Helping you be intentional with money so you can focus on what matters most.Help you be intentional with money so you can focus on what matters most. Bethesda, MD Investably LLC

How We Help You

WE DON'T PUSH PRODUCTS. WE PROVIDE INDEPENDENT ADVICE.


Financial Planning Bethesda, MD Investably LLC

Financial Planning

Guiding you to be intentional with money and measuring progress.

Learn More

Retirement Income Planning Bethesda, MD Investably LLC

Retirement Income Planning

Protecting against outliving your assets. Learn More

Investment Management Bethesda, MD Investably LLC

Investment Management 

Quieting the noise around investing and improving portfolio efficiencies. Learn More


Insurance Planning Bethesda, MD Investably LLC

Estate & Wealth Transfer Planning

Bringing clarity and creating a wealth transfer strategy. Learn More

Tax Planning Bethesda, MD Investably LLC

Proactive Tax Planning

Improving tax efficiency across household assets and portfolio investments. Learn More 

Generational Wealth Planning Bethesda, MD Investably LLC

Business Retirement Plans 

Helping business owners comply with state-mandated retirement plans. Learn More


Insurance Planning Bethesda, MD Investably LLC

Insurance & Risk Planning

Helping you protect against financial storms with a clear strategy in place. Learn More

Tax Planning Bethesda, MD Investably LLC

Charitable Planning

Help charitable-minded individuals give more tax-efficiently and with greater value. Learn More 

Generational Wealth Planning Bethesda, MD Investably LLC

Financial Wellness  

Helping employers to offer staff greater peace of mind with robust financial wellness. Learn More




Michelle Gordon

Founder & CEO

Se Habla Español


Meet Michelle


A Heart & Client-Centered Experience

It all starts with YOU!

YOU are at the heart of our work. Your needs, your goals, your values, and your purpose!

As your trusted fiduciary advisor, I focus on helping you plan to become work-optional with sustainable monthly income, uncover lifetime tax savings, and optimize business exit to create a legacy for your family.

I may provide greater optimization value to clients that are either within zero to 10 years of retiring, experienced sudden wealth, or are paying 6-figures in taxes a year, such as first and second generation families who saved or built assets over $1 million or are high-earning business owners and professionals working towards achieving that goal.

I have incorporated best-of-breed modern technology, industry-leading research and asset management, a team of specialists, and my own 15+ years of experience, to focus on your best interest with a big picture approach to your financial life that includes:

  • Institutional Cash Management
  • Personalized Wealth Strategy

  • Personalized Curated Investment Strategy

  • Ongoing Tax Planning

  • Ongoing Charitable, Estate, and Wealth Transfer Strategy

  • Retirement Income Strategy
  • Business Valuation 

  • Business Exit Planning

If YOU:

  • Desire a financial experience where YOU feel seen and heard, rather than feeling like one out of thousands of clients elsewhere
  • Have more complex financial situations such as owning a business, having equity compensation, looking to transition to retirement, or paying too much in taxes
  • Simply want someone you can trust to help you sort out your entire financial picture that you can delegate to
  • Carry the responsibility of managing your non-profits' assets or business retirement plan and want independent fiduciary support

Let's Chat

Taking care of those who need you most requires you taking care on your self first. Bethesda, MD Investably LLC

Why Choose Us?

As your fiduciary trusted advisor, we help you solve complex and important financial decisions by combining award-winning technology with the experience from our industry relationship's deep bench of tax, estate, charitable, business succession experts, and industry-leading asset managers to best support you.


Empowering Wealth

A holistic and tax-efficient approach to orchestrating your financial life for greater alignment with your goals, values, purpose

Simplifying Life

Human support and modern technology to keep you informed while you delegate the details to focus on other matters

Trusted Partner 

A fiduciary standard of care and high-touch client experience guiding you to stay on track and aligned with your plans


AWARD-WINNING Strategic Partners


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Riskalyze Logo Bethesda, MD Investably LLC


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We Go Beyond Investments

We proudly support women-led households, non-profits, and small businesses in empowering wealth, simplifying their life, and serving as your trusted partner.



"Are we protected from outliving our assets, prepared for the impact of losing a spouse, able to enjoy our desired life?

           

"Are we effectively educating our donor base on how to make tax-smart charitable contributions to our non-profit?" 


"Are we growing our business valuation or being compliant and effective with our business retirement plan?"  


Experience Is Everything: 

Discover the Investably Difference





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Taking care of those who need you most requires you taking care of yourself first. Taking care of those who need you most requires you taking care on your self first. Bethesda, MD Investably LLC