Are You Experiencing …
- Losing too much of your high-earning income to taxes
- Sudden wealth event (inheritance, IPO, divorce, widowhood)
- Want your free time back by delegating to a trusted expert
- Dream of early retirement or peace of mind of being ‘work-optional’
- Need advanced wealth protection and income strategies
- Care to make greater impact with your money
We are a wealth management and investment firm dedicated to a holistic planning-first approach.
Freeing You to Focus on What Truly Matters
Count on us to guide you and manage your wealth so you are free to focus on enjoying and maintaining a sustainable life of abundance and happy moments
Helping you be intentional with money so you can focus on what matters most.
How We Help You
Our client journey begins with an in-depth planning process where we take the time to understand your financial goals, current situation, and dreams
Financial Planning
Guiding you to be intentional with money and measuring progress.
Retirement Income Planning
Protecting against outliving your assets.
Investment Management
Quieting the noise around investing and improving portfolio efficiencies.
Estate & Wealth Transfer Planning
Bringing clarity and creating a wealth transfer strategy.
Proactive Tax Planning
Improving tax efficiency across household assets and portfolio investments.
Business Exit Planning
Helping business owners prepare for their next phrase in a tax-efficient manner.
Risk Protection Planning
Helping you protect against financial storms with a clear strategy in place.
Charitable Planning
Help charitable-minded individuals give more tax-efficiently and with greater value.
Business Retirement Plans
Helping business owners optimize retirement savings for themselves and their employees.
Michelle Gordon, AIF®
Founder & CEO
Se Habla Español
Accredited Investment Fiduciary
STEVIE Award Winner
Featured Expert on ComercioTV's Monday Stock Market Closing Bell show
A trusted partner that sees you
“As a mother, a first-generation professional, business owner, person of color, and immigrant, these various viewpoints enable me to comprehend and value the diverse challenges, persistence, resilience, and drive that my clients demonstrate to achieve the remarkable success they have attained in their professions and businesses.” - Michelle Gordon
I am an award-winning financial professional with 18 years of experience, an ETF expert, and an Accredited Investment Fiduciary (AIF).
Investably LLC is one of the few minority-women-owned wealth management firms in the country.
I founded my practice to serve a select number of clients on a deeper holistic level by managing your financial big picture to create better alignment across your income and wealth so you can get back time and focus on creating happy moments.
I also serve as a featured expert every Monday on ComercioTV’s market closing bell show, the only 24/7 Spanish-speaking financial news network in the US.
I may provide greater optimization value to clients who are:
Inside Look at How We Support You
Why Choose Us?
Collaborate with a fiduciary for consistent guidance and expertise on building prosperity and wealth for you and your loved ones
Access to Institutional High-Yield Cash
Protect and grow your cash reserve income and protection with access to leading institutional cash solutions
Access to Award-Winning Estate Hub
Access to Award-Winning Wealth Hub
Get empowered to make impactful financial decisions with real-time insights and organization of your financial life
AWARD-WINNING Strategic Partners
From Real Life Questions to Empowered and Insightful Financial Decisions
We help you with a personalized planning-first approach to support your wealth and investment decisions
"Will we run Out of money In retirement?”
”Are we prepared for the impact of losing a spouse?”
“How can we set up an inheritance for our kids?”
"How can I keep more of my money from taxes?”
”How can I become work-optional so I can have the freedom to leave work if I want to?”
"How Can I use the income or sale of my business to create lifelong monthly income?
“How can I protect my family if something happens to me?"
You earn a high income but keeping it matters too.
Download your free before and after Comparison Guide to learn how the Tax Cuts and Job Act (TCJA) 2026 sunset may impact you.
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Helping our clients make their money work harder for them.-Michelle Gordon, Founder