Gordon Asset Management, LLC Email Format

Investment ManagementNorth Carolina, United States11-50 Employees

Gordon Asset Management, LLC operates as an independent registered investment advisory firm based in the Research Triangle Park area of North Carolina. The firm provides holistic asset management across three primary offerings: wealth management for high-net-worth and high-income individuals, retirement plan consulting for businesses, and exit planning for owners of privately held companies. Its team comprises credentialed financial professionals, including CERTIFIED FINANCIAL PLANNERs and Certified Investment Management Analysts, with some pursuing additional designations. The organization conducts fiduciary assessments for 401(k) plans under ERISA disclosure regulations, delivering independent due diligence and associated legal opinions through partner firms. As a registered investment advisor with the Securities and Exchange Commission, Gordon Asset Management operates alongside affiliated broker-dealer arrangements to support its advisory services while maintaining its independence. The firm emphasizes fiduciary responsibility and has contributed to industry efforts through founding membership in a professional association focused on plan advisors.

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