Michelle Gordon, AIF®

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Investably Michelle Gordon, AIF®
Bethesda, MD

Serving Clients Nationwide

We don’t push products. We serve as fiduciaries and provide independent advice.

Areas of Focus

  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes
  • Women & Wealth

About Me

Hi, I'm Michelle Gordon. I am the Founder & CEO of Investably LLC.

I help you plan to become work-optional with sustainable monthly income, uncover lifetime tax savings, and optimize business exit to create a legacy for your family.

With a special focus on addressing the needs affecting women-led households and help first and second generation wealth builders.

I adhere to a fiduciary standard of care to act in your best interest.

As your expert trusted fiduciary advisor, I orchestrate your big financial picture to better align with your values, goals, and purpose for you.

I am a STEVIE award-winner, with 17+ 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.

YOU are at the heart of our work. Your needs, your goals, your values, and your purpose!

We serve clients virtually and have designed a client experience to be personalized, low client to advisor ratio, and high-touch. No more chasing down advisors you haven’t heard from in several years.

To learn more about our comprehensive services, visit us on www.Investably.com.

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.

Why Work With Me:

Whether for your personal household needs, your non-profit, or business, we take a big picture approach to align portfolios that may align with specific tax levels, liquidation events, or cash needs.

Watch Video | I was recently highlighted for my deep holistic approach to helping solve client financial concerns: https://youtu.be/FjbPFKGaG3U?si=QqKfPYOcJ0HZXFGi

Professional Designations

  • Accredited Investment Fiduciary (AIF)


  • 100 Women in Finance
  • Financial Planning Association
  • Women in ETFs

Primary Location

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


Meeting Options

  • Video Conference
  • In-Person
  • Phone
  • Group Classes
  • Online Courses
  • Webinars

Compensation Methods

  • Advice-Only
  • Fee Based
  • Fee Only
  • Flat Fee
  • One-time Financial Plan
  • Percentage of Assets Managed
  • Pro Bono
  • Subscription

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


About our Firm

Investably LLC is one of the few Latina-owned independent registered investment advisory firms in the country. Based in Bethesda Maryland, we serve clients virtually in Maryland and any states where exemptions may apply.

We serve in a fiduciary capacity to deliver independent advice that may best align your big financial picture with your values, goals, and purpose for you.

We proudly serve women-led households with wealth management that includes:
✅ financial planning
✅ investment management
✅ retirement income planning
✅ tax planning
✅ estate planning (Complimentary estate documents powered by Wealth.com)
✅ charitable planning

For business owners, we go beyond your wealth management, to support you with:
✅ business valuations
✅ business exit planning
✅ employee retirement plans
✅ employee financial wellness
✅ guidance on alternatives to state-mandated retirement plans i.e. MarylandSaves

For non-profit organizations, we go beyond investment management, to serve as a true partner by helping with:
✅ educating donor base on how to give more through tax-smart strategies
✅ fielding donor questions during high charitable season

We have incorporated best-of-breed modern technology, industry-leading research and asset management team of specialists, and my own 17+ years of experience, to focus on your best interest with a big picture approach to solving your investment and wealth needs.


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.

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



  • 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
  • DIY Investors
  • 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
  • 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
  • Specialty Sub-Contractors
  • 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 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.