Helping others is the secret sauce to a happy life.
Hi, I'm Michelle Gordon. As a STEVIE Award-winning financial professional with 15 years on the inside of the industry’s leading asset management and brokerage firms and with over 20,000 consults under my belt, I launched Investably LLC to use my knowledge and expertise to support busy professionals, small businesses, and pre-retirees in building a compelling financial future by combining holistic strategies + aligned investments to support you and your employees.
I founded Investably out of my desire to make an impact in people’s lives and with a philosophy that the value of our life is more than our net worth and our balance sheet but rather the memories we create, the experience we share with loved ones, and the impact we create for our loved ones or others. I am most interested in my clients big dreams they want to create for themselves and their family.
As the daughter of immigrants, I grew up understanding firsthand what it meant to not have the benefits of advice on financial planning and investments, of lacking ‘generational wealth’ and being a trailblazer, as well as the impact of lacking workplace retirement solutions for many families. In doing so, this experience created in me a passion for developing a deep understanding of wealth creation engines, but also for sharing my expertise to help people, particularly women, minorities, and first-generation professionals to create generational wealth for their families and for small business to help their employees' financial well-being.
For that reason, I was 'that' teenager creating cashflow budgets, mapping out early retirement and real estate acquisition strategies, and opening a retirement account at 19. No surprise I pursued a career in investments and financial planning.
Over the past 15 years, I have seen how the lack of holistic and independent financial advice can result in irreparable and costly mistakes. As an independent and holistic advisor, I am free from proprietary products and cookie-cutter solutions, and can provide my clients with independent holistic advice that goes beyond investments to help address their whole financial picture. My compensation is transparent and I earn a fee for my services. In doing so, my mission is to help you make sound financial and investment decisions that helps you to build wealth over time and feel financially secure in experiencing your personal life goals and retirement.
More importantly, I firmly believe in the value of living your life with intention. One of my favorite quotes is ‘Life is not a dress rehearsal’. I find this quote a powerful reminder to make the most of your life count because the one thing we cannot buy back is our lifetime. All the more reasons that I see the importance of being intentional with money, such as having a solid financial plan and investments to support your life goals, so you can have flexibility and control to design your life.
Particularly, as a mom, wife, daughter, sister-in-law, aunt, and friend, I understand and can empathize with the universal challenges and concerns women and their families face. Recent years have highlighted the critical role that we play and the value we bring to others. It also highlighted the importance of having financial security and the value of independent advice on navigating life changes to help you 'quiet the noise' and stay the course through turbulent waters.
I am a proud alumni of New York University with dual Bachelor of Arts degrees. Licensed Series 65 Investment Advisor. Licensed Life Insurance. A Certified ETF Advisor (CETF®). Previously licensed Series 3, 7, 63, and 24 General Securities Principal.
When I’m not helping others financially, I spend time with my life’s joy: my family. As a history buff, life-learner, and wanderlust, I enjoy traveling to faraway places to experience different cultures steeped in history and whenever possible, create new family memories on white sandy beaches. While at home, you can often find me enjoying a family movie night, enjoying something Italian, or learning something new.
My mission is to help clients create a compelling financial future so they can focus on what matters most to them.
Let's get started!
Michelle Gordon, CETF