Michelle Gordon, AIF®
Creating wealth architecture to turn $1M+ or high income into lasting wealth.
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Serving Clients Nationwide
Creating wealth architecture to turn $1M+ or high income into lasting wealth.
Areas of Focus
- 1031 Exchanges
- 721 Exchanges
- Business Owners
- Estate Planning
- Exit Planning
- High Net Worth Retirement Planning
- Inherited Wealth
- Investment Management
- Loss of Spouse or Partner
- Multi-Generational Wealth
- Retirement Planning
- Tax-Smart Accumulation Planning
- Tax-Smart Distribution Planning
- Taxes
- Wealth Management
- Women & Wealth
About Michelle Gordon, AIF®
You've built real wealth: a business, a high income, or $1+ million in assets or are entrusted with an inheritance to lead the next chapter of family wealth. But as success grows, money starts slipping through the cracks: to taxes, to missed opportunities, and to financial decisions no one is coordinating. And you don't have time to be the coordinator.I'm Michelle Gordon, AIF®, Founder and CEO of Investably. I build the wealth architecture that brings it all together, so you can keep more, grow more and use your wealth for what matters most to you personally. As a fee-only fiduciary serving a limited number of families, I act as your personal CFO, backed by two decades of investment experience and an NYU education.
Most of my clients are business owners and high-earning professionals who are the first in their family to reach this level of wealth.
They come to me when they want to:
✅Hand off the details to one trusted advisor who manages the whole picture
✅Keep more of what they earn by reducing taxes year after year
✅Plan an exit from their business or career within the next 5 to 15 years
✅Turn a liquidity event or inheritance into reliable monthly income
✅Know their wealth will last, for themselves and for their children
✅Use their money to make a meaningful impact on their family and community
I work with clients virtually across the country by appointment and meet occasionally in person in Florida and the Washington DC metro area.
I'm fully bilingual in English and Spanish, and I appear weekly as a national contributor on Buenos Días Wall Street (Comercio TV), sharing the same practical perspective I bring to every client relationship
Professional Designations
- Accredited Investment Fiduciary (AIF)
Affiliations
-
100 Women in Finance
- Financial Planning Association
- Women in ETFs
- Financial Planning Association
Primary Location
300 S. Orange Avenue, Suite 1000 Orlando, FL 32801
Additional Locations
📍 Florida
📍 Maryland
Meeting Options
- Video Conference
Compensation Methods
- Flat Fee
- Percentage of Assets Managed
What to expect in the first meeting
Our initial meeting is an opportunity to get to know each other and determine whether your financial needs align with our expertise. As a boutique firm, we work with a select number of families, building long-term relationships grounded in trust, personalized attention, and shared purpose.Offers Investment Management
Yes
Offers Tax Preparation
Yes
About Investably
You built the business, earned the income, and created opportunities your family may never have had before. But being the first to build wealth often means creating the playbook yourself.Investably is the fiduciary partner for first-generation wealth — building the wealth architecture that turns a high income and $1M+ success into a lasting legacy, for business owners and high earners ready to build it deliberately.
At Investably, we are a boutique wealth and investment management firm intentionally designed to serve a select number of families, giving each relationship the attention and coordination it deserves.
We work best with business owners and high-income professionals who typically:
✅ Have $1 million–$40 million in total wealth across investments, business interests, and real estate.
✅ Earn household income above $250,000.
✅ Own a closely held business, investment real estate, or both.
✅ Have children whose futures are central to their financial decisions.
✅ Are within 5–15 years of retirement or a transition away from their business.
✅ Want their wealth to support their lifestyle today and sustain their independence in the years ahead.
✅ Are often the first in their family to achieve this level of success, without an inherited roadmap for managing it.
✅ Are experiencing a major life transition such as inheritance, widowhood, retirement, business exit, or liquidity event.
Our work brings investment management, tax-smart planning, retirement strategy, business transition planning, and estate coordination into one connected wealth strategy.
Together, we help families address two deeply personal questions: How can the wealth we’ve built support the life we want—and how can it create a thoughtful foundation for our children’s futures?
Investably | Where Wealth Meets Intention
Our comprehensive wealth management may include:
✅ financial planning
✅ investment management
✅ retirement income planning
✅ tax planning
✅ estate planning
✅ business succession planning
✅ real estate 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
Giving back has been part of my life since childhood, when I helped my grandmother organize clothing drives for families overseas. I served for seven years on the board of RICA Association, Inc., a nonprofit supporting children and teens with severe emotional disabilities, and have supported Human Rights Watch and the Safe Horizon Domestic Violence Law Project.
Languages
- English
- Spanish
Hobbies and Interests
- Beach
- Board Games
- Boating
- Dancing
- Eating Out
- Entertaining
- Family
- Golf
- History
- Movies
- Music
- Sailing
- Theater
- Traveling
- Wine
SEC Lookup
View DisclosureWho We Serve
- Artists
- BIPOC
- Business Owners
- Content Creators
- Corporate Executives
- Creative Professionals
- Disabled Community
- Entrepreneurs
- Financial Independence Retire Early (FIRE)
- Foreign-Born Individuals
- Gen X
- High Net Worth
- Hispanic | Latino
- Immigrants
- Intergenerational Families
- LGBTQ
- Parents
- Pre-Retirees
- Private Foundations & Organizations
- Professional Athletes
- Real Estate Investors
- Single Women
- Widow
- Women in Transition
- Women Professionals
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