Services
Gordian Advisors is an independent investment and financial advisory firm. We receive no compensation from the sale of any investment product, and are compensated on a fee-for-service basis. This independence means that our interests are the same as our clients’ – the achievement of their long-term financial goals.
We offer a broad range of services to serve individuals and small businesses.
- Investment Management
- Retirement Plans
- Retirement Investing
- Portfolio Consultation
- Education Savings Plans
- Personal Financial Management
- Divorce Financial Analysis (Collaborative Divorce and Mediation)
We maintain relationships with legal, accounting and insurance professionals and will refer clients when specialized work in these areas is required. As with investment products, Gordian Advisors receives no remuneration for these referrals, so we are able to make use of these specialists’ expertise in the most appropriate and cost-effective way.
Our advice can only be effective if it considers a client’s overall circumstances. We conduct candid, confidential interviews with clients to determine their financial history, their concerns, their temperament, and their feelings about investment and financial matters. These discussions are critical to our clients’ education, their understanding of our approach and decisions, and their participation in the development of their goals and plans.
