Michelle Gordon, AIF®

Wealth Management for Those Who Value Their Time the Most

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Investably Michelle Gordon, AIF®
Bethesda, MD

Serving Clients Nationwide

Wealth Management for Those Who Value Their Time the Most

Areas of Focus

  • Inherited Wealth
  • Investment Management
  • Loss of Spouse or Partner
  • Retirement Planning
  • Taxes
  • Women & Wealth

About Me

Hello, I am Michelle Gordon, AIF®.

I am an award-winning financial professional with 18 years of experience, an ETF expert, and an Accredited Investment Fiduciary (AIF). and serve as the Founder and CEO of Investably LLC, one of the few minority-women-owned wealth management firms in the country. I am a respected industry expert featured weekly on ComercioTV's Closing Market Bell show.

I work best with clients that understand that their time is their most important assets and also prefer to delegate to a trusted professional.

We will work together to help you address your concerns like:

✅ Believe you are losing too much money to taxes

✅ Are busy wearing many hats and want to get control of your money with someone you trust, who sees you, understands your journey, and you can delegate responsibility to

✅ Experienced a sudden wealth event or are earning a very high income

✅ Have a strong desire to become ‘work-optional’

✅ Want advanced strategies for handling a substantial nest egg or commencing the transformation of your savings into a lifetime sustaining monthly income

✅ Care about using your money to make a meaningful impact for yourself, your family, and others

To learn more about my background, experience, and how I may help you, visit www.Investably.com.

You can start by taking a free discovery quiz on how sustainable your wealth is.


Professional Designations

  • Accredited Investment Fiduciary (AIF)

Affiliations

  • 100 Women in Finance
  • Financial Coaches Network
  • visiWealth Advisor

Primary Location

7200 Wisconsin Ave suite 500, Bethesda, MD 20814, USA

Meeting Options

  • Video Conference
  • Phone
  • Webinars

Compensation Methods

  • Fee Only
  • Flat Fee
  • One-time Financial Plan

What to expect in the first meeting

Click the 'Book Intro Call' button above to reserve a 30-minute intro call. This virtual call is complimentary with the goal of learning about your needs and whether we are a good fit to work together. Camera is optional. Feel free to do what is most comfortable for you.

Offers Investment Management

Yes

About our Firm

At Investably LLC, we are a wealth management helping clients with a holistic approach on an annual flat fee, dedicated to serving a select number of affluent households who recognize their time as their most important asset.

Based in Bethesda Maryland, we serve clients virtually in Maryland and any states where exemptions may apply.

Our comprehensive services may include:
✅ financial planning
✅ investment management
✅ retirement income planning
✅ tax planning
✅ estate planning (Complimentary estate documents powered by Wealth.com)
✅ charitable planning

To learn more about what makes us different, visit us at www.Investably.com.

Education

New York University (NYU). Dual Bachelor of Arts Degree.

Volunteer Experience

My desire to help people and for spreading good is a grounding force. My ‘Do Good’ philosophy is deeply rooted from my childhood experiences of preparing clothing drive with my grandmother to send to third world countries and continued evident by my prior work in support of Human Rights Watch, Safe Horizon Domestic Violence Law Project and 7 years served as a Board member of a RICA Association, Inc., a private non-profit 501(c)(3), that provides support and fund for children and adolescents, ages 10-18, with severe emotional disabilities.

Awards and Honors

  • 2012 Silver Stevie Award Winner for Financial Services Front-Line Customer Service Professional of the Year

Badges

Languages

  • English
  • Spanish

Hobbies and Interests

  • Beach
  • Board Games
  • Dancing
  • Eating Out
  • Entertaining
  • Family
  • Golf
  • Movies
  • Music
  • Reading
  • Softball
  • Swimming
  • Theater
  • Traveling

Who We Serve

  • Artists
  • Attorneys
  • Baby Boomers
  • BIPOC
  • Blended Family
  • Business Owners
  • Caregivers
  • College Graduates
  • College Students
  • Content Creators
  • Contractors
  • Corporate Executives
  • Couples
  • Democrats
  • Dentists
  • Disabled Community
  • Divorce
  • Dual Income Family
  • Educators
  • Entrepreneurs
  • Expats
  • Families
  • Financial Independence Retire Early (FIRE)
  • Foreign-Born Individuals
  • Gen X
  • Gen Y / Millennials
  • Gen Z
  • Government Employees
  • Healthcare Professionals
  • Immigrants
  • Individuals
  • Intergenerational Families
  • Investors
  • Jewish
  • LGBTQ
  • LGBTQ Couples
  • Living in Retirement
  • Military
  • Newly Engaged / Newlywed
  • Non-Traditional Clients
  • Nonprofit Employees
  • Parents
  • Physicians
  • Private Foundations & Organizations
  • Professional Athletes
  • Real Estate Agents
  • Real Estate Investors
  • Remote Workers
  • Single Women
  • Special Needs
  • Specialty Sub-Contractors
  • Technology Professionals
  • Therapists
  • Travel Lovers
  • Veterans
  • Widow
  • Women in Transition
  • Women Professionals
  • Women’s Finance
  • Young Families

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.