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You only get one life.

Make it a great one.




 Helping women-led households to tax-efficiently build wealth and transition into retirement so you can stop worrying, enjoy your life, and retire confidently.

 

Schedule A free Meet & greet virtual Call

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

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.

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Retirement Income Planning Bethesda, MD Investably LLC

Monthly Retirement Income Planning

Protecting against outliving your assets. Learn More

Investment Management Bethesda, MD Investably LLC

Investment Advisory

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


Insurance Planning Bethesda, MD Investably LLC

Estate Planning

Bringing clarity and creating a wealth transfer strategy. Learn More

Tax Planning Bethesda, MD Investably LLC

Tax Planning

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

Generational Wealth Planning Bethesda, MD Investably LLC

Small Business 401K  

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



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Michelle Gordon, CETF

Founder & CEO

Se Habla Español


Meet Michelle

I enjoy working with women and families that are:
  • First or second generation in your family to go to college, start a business, or join the corporate ranks. You did so because you're an overachiever and you pursue bigger dreams.


  • Desire to live an extraordinary life for yourself and your family.


  • Succeed at home and professionally and want trusted guidance that your financial affairs are being handled in your best interest. You've worked too hard for it not to.


  • Have overcome great adversity to amass more money than you thought possible and want trusted professional support.


  • Want to retire comfortably, while providing for others.


  • Want to fully enjoy everything you've worked so hard for and protect your assets so the next generation has a leg up.


  • Value spending time with the ones you care about the most and pursuing the things you love.


  • Desire to experience a boutique financial experience that values you and your dreams as the beautiful human spirit you are, rather than just one out of thousands of clients elsewhere.

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

Who We Help With Advice & Fiduciary Care

We provide independent fiduciary services to women-led households and business owners who generally have $1 million in investable assets or over $250K in household income along their wealth journey  


Cultivating Your Financial Foundation


"Am I Making Good Money Moves So My Money Is Working For Me and Maximizing My Time?"


You are beginning to make big financial decisions with long-term implications such as starting a family, managing debt, receiving job promotions, buying real estate and more.

Nurturing Your Assets for Competing Needs 


"Am I Doing All That I Can So I Can Retire Comfortably, While Juggling Big Expenses like College Savings?"


Your professional or business income is peaking so you are looking ahead towards retirement or financial independence while juggling raising a family or caring for aging parents.

Harvesting Your Financial Achievements


"Am I Optimizing My Assets to Help Me Keep My Lifestyle, Not Run Out of Money, and Be Impactful?"


You are financially independent or are nearing retirement or have retired and want peace of mind of a stable retirement income strategy and impactful wealth legacy plan. 






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Why Choose Us?


Fiduciary

You want to delegate to a trusted fiduciary acting in your best interest

Heart-Centered Relationship

You want to feel like you are more than a number with a long-lasting client relationship

Modern Tech-Enabled 

You live an active life and want the comfort of virtual and modern conveniences




Life Waits For No One | Get Started Today


Schedule A free meet & greet virtual Call



Strategic Partners


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Riskalyze Logo Bethesda, MD Investably LLC


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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

Discover How Well Your Financial Health Is Today

Get a free Financial Wellness Scorecard