facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

You only get one life.

Make it a great one.




 Helping women, families, & entrepreneurs build wealth and transition into retirement so they can stop worrying, enjoy their lives, 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.

Learn More

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



Get A free Financial Wellness ScorECARD



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


Advice & Fiduciary Care to Support Your Wealth Journey

THROUGHOUT YOUR IMPORTANT LIFE STAGES: 


Creating Your Financial Foundation


"Am I Making Good Money Moves?"


You are early in your profession or business while 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.

Juggling Many Financial Demands


"Am I Doing All That I Can So My Money Is Working For Me?"


You are growing your career or business while raising a family and caring for aging parents. You have competing demands on your time and money and simply want to make sure your money is working for you.

Harvesting Your Financial Achievements


"Am I Able To Retire Comfortably and Protect My Family?"


You are near retirement or have retired and want to have a stable retirement income strategy that supports a comfortable lifestyle, protects you from running out of money, and supports your legacy and new big dreams.








Why Choose Us?


Fiduciary

You want a trusted fiduciary that provides you with advice, versus pushing you products 

Heart-Centered Relationship

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

Modern Tech-Enabled 

You live an active life and want to be supported virtually with modern conveniences




Life Waits For No One | Get Started Today


Schedule A free meet & greet virtual Call



Strategic Partners


Riskalyze Logo Bethesda, MD Investably LLC
Riskalyze Logo Bethesda, MD Investably LLC


Financial Planning Association Logo Bethesda, MD Investably LLC
55 I P Logo Bethesda, MD Investably LLC
Halo Logo Bethesda, MD Investably LLC

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