Welcome to Investably!
You have been busy climbing the corporate ladder, caring for loved ones, or building a profitable business from the ground up.
You want to enjoy the life you have built by freeing up more time for the people or experiences you love.
However, you are feeling overwhelmed from having to manage and make sense of your investments, taxes, estate plan, and retirement income goals, especially during the loss of a loved one or new job promotion.
You are experiencing a lack of clarity on what you can do or should be doing to make the most of what you have so you can count on it later down the road or during a sudden wealth event.
You may even feel that half of your hard-earned money is going to taxes.
We are here to help.
We serve clients that understand that wealth management is more than just investments,
it is holistic planning, active tax planning, strategic retirement, and
prosperity protection for today and tomorrow.
We are fiduciary and, unlike traditional AUM firms, we serve our clients on an annual flat fee model with a focus on driving long-term value for our ongoing client relationships.
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
Award-winning financial professional
18+ years of experience & ETF expert
an Accredited Investment Fiduciary
Proud graduate of New York University
Expert guest speaker every Monday on ComercioTV' Market Closing Bell show
“As a mother, a spouse, a daughter, a first-generation professional, a business owner, a person of color, an immigrant, these various viewpoints enable me to comprehend and appreciate the diverse challenges, persistence, resilience, and drive that my clients demonstrate to achieve the remarkable success they have attained in their professions, businesses, and the care they have to make sure their loved ones are well.
All the more reasons I am grateful for the trust bestowed upon me to help them make the most of everything they have worked for, so you can enjoy today and tomorrow.”
WHY WORK WITH US
Imagine having a trusted professional you can delegate to, someone who understands the value of expert guidance for optimal long-term results.
By Choosing Our Wealth Management Service, You May Experience:
- Holistic Wealth Management with a Strategic Big-Picture Perspective
- Service Focused on a Select Number of Clients
- Clear & Transparent Flat Fee Pricing Model
- Trusted Professional Working Towards Your Best Interest
- More Time For the People and Experiences You Love
- Active Tax Planning for More Optimized Long-Term Results
- Virtual Service So We Meet from the Comfort of Your Home or Office
AWARD-WINNING Strategic Partners
Without professional guidance, some clients may continue to feel overwhelmed or experience their hard-earned money being eroded by high taxes or inefficient wealth management
Let us help you navigate your concerns such as:
"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 better protect my family if something happens to me?"
Let’s connect and see if we are a good fit to work together on your wealth journey.
You earn a high income but keeping it matters too.
Download Our Free Guide to Learn How the Anticipated Tax & Estate Changes in 2026 May Impact You
/
As Seen In:
