Michelle Gordon, CETF®
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Investably
Michelle Gordon, CETF®
Bethesda, Maryland
Serving Clients Nationwide
You only get one life. Make it a great one.
Areas of Focus
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
- Women & Wealth
About Me
Hi, I'm Michelle Gordon, the Founder & CEO of Investably LLC. Investably LLC is an independent registered investment advisory firm based in Bethesda, Maryland, that is focused on helping women, families, and entrepreneurs to build wealth and transition into retirement so they can stop worrying, enjoy their lives, and retire confidently. I am a STEVIE Award-winner, with over 15 years of financial experience inside industry-leading asset management firms and a New York University (NYU) alum. I am a Purse Strings Approved professional with Purse Strings.My passion for helping women and their families to build wealth and get ready for retirement has recently led me to collaborate on helping women plan for retirement security with the Women & Income program.
Investably LLC is a women-owned independent registered investment advisory boutique firm, based in Bethesda Maryland, and serving clients virtually. As your trusted fiduciary I focus on helping you have an integrated wealth advisory experience that is tax-smart, goals-based, holistic, and personalized.
You can experience the difference of a boutique practice which includes a low-client-to-advisor ratio, high-touch service, and personalization. Your integrated wealth experience includes monthly retirement income planning, investment management, charitable giving, tax planning, estate planning, business valuation and 401K advisory for small business owners, and more.
According to a 2022 Study on ‘Women’s Health, Money, and Retirement Preparations’:
"4 in 10 Women Won’t Retire Until Age 70—If At All."
Several factors may impact women’s wealth may include:
o Wealth gap resulting in lower retirement savings
o Loss or reduced income due to caregiving
o Living longer and risking potentially outliving their assets
o A pattern of lacking equal pay
o Mommy-tracked in their professional careers
o Lack of access to capital in funding their businesses
My experience as a woman, a mom, a first-generation professional and business owner, a person of color, and an immigrant, helps me understand very unique challenges, and perspectives, and appreciate the tenacity, resilience, and determination it takes my clients to reach the high levels they have reached in their careers and in business.
Let’s be strategic in helping you discover ways to make the most of what you have and create opportunities for greater retirement security, tax efficiency, and clarity around your ‘what-if’ questions.
Professional Designations
- Certified ETF Advisor (CETF)
Affiliations
-
100 Women in Finance
- Financial Planning Association
- Women in ETFs
- Financial Planning Association
Primary Location
7200 Wisconsin Ave suite 500, Bethesda, MD 20814, USA
Meeting Options
- Video Conference
- In-Person
- Phone
- Group Classes
- Webinars
Compensation Methods
- Flat Fee
- One-time Financial Plan
- Package Offers
- Percentage of Assets Managed
- Pro Bono
- Subscription
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a 30-minute intro call. This virtual call is complimentary and is a meet-and-greet designed for us to see if we are a good fit to work together, learn about your needs, and whether our retirement, financial planning, and investment management services may help you. As a value-add for your time in meeting with me, you can opt to receive a Complimentary Personalized Financial Wellness Score Report by completing the discovery questionnaire available when you click the button above. Camera is optional. Feel free to do what is most comfortable for you.Offers Investment Management
Yes
About our Firm
Retirement Monthly Income Planning | Goals-based Investment Advisory | Small Business 401K Advisory | Holistic Financial PlanningInvestably LLC is a women-owned independent registered investment advisory boutique firm, based in Bethesda Maryland, and serving clients virtually. Our integrated wealth advisory services include:
✅ Monthly Retirement Income Planning
✅ Holistic Financial Planning
✅ Goals-based Investment Management
✅ Active Tax Planning
✅ Estate Planning (Clients also receive complimentary documents powered by Wealth.com)
✅ Tax-smart Charitable Giving
✅ College 529 Savings
✅ Small Business 401K Advisory
✅ Business Valuations for Small Business Owners
✅ Guidance on Alternatives to state-mandated retirement plans i.e. MarylandSaves
Why Work With Me:
✅ You want to work with a trusted fiduciary that provides independent advice, instead of pushing you products
✅ You want to feel like you are more than a number and have frequent advisor communication
✅ You live an active life and want to be supported virtually with modern conveniences
Additional Service: Limited Ten Spots a Month is Reserved for Someone Interested In a Limited Scope Service:
✅ One-time 401K Analysis
✅ One-time College Planning Analysis
Experience Our Boutique Difference:
✅ Registered Investment Advisory (RIA) Firm: Adhering to fiduciary standards as an independent investment advisor.
✅ More Than a Number: High-touch, deep client relationship obtained from low-client-to-advisor ratio.
✅ Remote Practice: Client meetings are mostly virtual and can work with clients where exemption allows.
✅ Flexible Custodian Options: We have multiple custodian choices and can manage existing 401K assets.
✅ Fee-For-Service: Transparent financial planning, investment management, and small business 401K advisory compensation.
✅ Inclusive Practice: Proud to support women, minorities, First-gen professionals, and LGBTQ.
Education
New York University Bachelor of Arts, Dual Degree. Licensed Series 65 Investment Advisor. Licensed Series 7, 63, and 24 General Securities Supervisory Principal. Licensed Life Insurance. Certified ETF Advisor (CETF®).
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
- Purse Strings Approved professional with Purse Strings
- 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
- Entertaining
- Family
- Golf
- Movies
- Music
- Reading
- Softball
- Swimming
- Theater
- Traveling
Who We Serve
- Artists
- Attorneys
- Baby Boomers
- Blended Family
- Business Owners
- Caregivers
- College Graduates
- College Students
- Content Creators
- Contractors
- Corporate Executives
- Couples
- Dentists
- Divorce
- Dual Income Family
- Educators
- Expats
- Financial Independence Retire Early (FIRE)
- Foreign-Born Individuals
- Gen X
- Gen Y / Millennials
- Government Employees
- Healthcare Professionals
- Immigrants
- Intergenerational Families
- Investors
- LGBTQ
- LGBTQ Couples
- Living in Retirement
- Military
- Newly Engaged / Newlywed
- Nonprofit Employees
- Parents
- Physicians
- Real Estate Agents
- Real Estate Investors
- Remote Workers
- Single Women
- Technology Professionals
- 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 providing access to the benefits described here (including being featured on this profile page), subject to these terms. 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.
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