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A Message from the Founder

I serve as your go-to financial partner in managing your financial well-being from a holistic perspective.
 

Michelle Gordon, CETF®


Founder & CEO of Investably LLC

Licensed Investment Advisor

Certified ETF Advisor (CETF®)

Stevie Award Winner

I founded Investably LLC to help my clients create a compelling financial future that supports the life they want to create for themselves and to support small businesses interested in empowering their employees financial well-being.

Investably is a modern, inclusive, and largely remote-practice RIA with a client experience focused on combining holistic strategies + aligned investments to support you in creating a compelling financial future and generational wealth.

As one of the few woman-owned and minority-owned independent registered investment advisory firms, I am proud to offer an inclusive practice that can provide value to clients at all asset and income level to help everyone improve their specific financial situation.  Additionally, I am proud to support women and minorities but most of all big dreamers. 

Investably LLC works with three main client groups:

Busy professionals:
Interested in a deep holistic collaboration that supports your entire financial journey of creating a compelling financial future and retirement.

Our holistic approach includes aligning your investments with all financial matters of importance to you, such as retirement income strategy, financial planning for the big moments in life like paying for kids colleges, inheriting assets, planning to acquire real estate or businesses, understanding your 'what-if' estate plans, or reaching financial independence. Your big picture should be easy to understand, follow, and implement, so your time is spent with the people and the experiences that matter most to you.

Small business owners or real estate professionals:
Interested in a creating greater access to wealth building solutions for themselves and their employees.

I advise on small business retirement plans or finding a more compliant and cost-effective retirement solution that may support your firms employees'. Beyond retirement, I am passionate about the value of financial wellness and education to help your employees' understand and use their retirement solutions. Doing so may support your employee retention efforts and business growth plans.

Pre-retirees:
Wanting to design a retirement income strategy or have concerns about their financial security and ability to retire comfortably without running out of money.

It excites me to help my clients create a plan, including understanding their social security and tax profile, that prepares them for the next exciting chapter of their lives. In addition, understanding what their generational wealth goals are to support their loved ones or preferred charities. Whether retiring at 50, 60, or 70, I’m happy supporting clients desiring to live life intentionally and making the best of their next chapter.

Over the past 15 years, I have been known for and can be expected to continue is:

  • Tenaciously championing for my clients
  • Seeing the big-picture to connect the dots
  • Thinking outside the box
  • Solving problems
  • Empowering clients

The one thing my clients have in common is their desire to dream big, to have a financial partner that helps them be hands-off while they focus on their businesses, their professions, and, most importantly, their lives.

I am here to uplift you by helping with questions, solving problems, and partnering to help you create a compelling future for yourself or your employees.

Sincerely,

Michelle Gordon, CETF


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Taking care of those who need you most requires you taking care of yourself first.