Areas of Focus
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Inherited Wealth
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Investment Management
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Loss of Spouse or Partner
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Retirement Planning
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Taxes
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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).
I am the Founder and CEO of Investably LLC, one of the few minority-women-owned wealth management firms in the country. I serve a select number of clients as a fiduciary wealth advisor.
You can find me every Monday as a featured guest speaker on the Monday market closing bell show of ComercioTV, which is the only 24/7 Spanish-speaking financial news network in the US.
I am the co-author of Latinas100. I hold licenses for Series 65, Series 7, Series 63, and Series 24 General Securities Principal. I am a proud alumna of New York University (NYU).
As a mom, a first-generation professional and business owner, a person of color, and an immigrant, these different perspectives helps me understand and appreciate the diverse challenges, tenacity, resilience, and determination my clients embody to reach the high levels they have reached in their careers and in business.
Why Work With Me:
✅ 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
Professional Designations
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Accredited Investment Fiduciary (AIF)
Affiliations
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100 Women in Finance
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Financial Coaches Network
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visiWealth Advisor
Primary Location
7200 Wisconsin Ave suite 500, Bethesda, MD 20814, USA
Meeting Options
- Video Conference
- Phone
- Webinars
Compensation Methods
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Advice-Only
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Fee Based
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Fee Only
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Flat Fee
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Hourly Rate
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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 and investment firm dedicated to a holistic planning-first approach.
Whether you are in an affluent women-led household, a high-income professional or a business owner, looking to retire within 1-15 years, or experiencing a sudden wealth event, we specialize in helping you build and protect your financial prosperity and long-term wealth through a fiduciary standard of care of acting in your best interest.
Our client journey begins with an in-depth planning process where we take the time to understand your financial goals, current situation, and dreams.
Count on us to guide you through the complexities of wealth management, freeing you to focus on what truly matters in life.
Based in Bethesda Maryland, we serve clients virtually in Maryland and any states where exemptions may apply.
We specialize in creating tax-smart, diverse, income-producing, risk-aligned portfolios via exchange-traded funds (ETFs), to help clients optimize their financial life and minimize risk and tax liabilities.
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
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
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
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2012 Silver Stevie Award Winner for Financial Services Front-Line Customer Service Professional of the Year
Hobbies and Interests
- Beach
- Board Games
- Dancing
- Eating Out
- Entertaining
- Family
- Golf
- Movies
- Music
- Reading
- Softball
- Swimming
- Theater
- Traveling
Who We Serve
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Artists
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Attorneys
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Baby Boomers
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BIPOC
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Blended Family
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Business Owners
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Caregivers
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College Graduates
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College Students
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Content Creators
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Contractors
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Corporate Executives
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Couples
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Democrats
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Dentists
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Disabled Community
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Divorce
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Dual Income Family
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Educators
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Entrepreneurs
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Expats
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Families
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Financial Independence Retire Early (FIRE)
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Foreign-Born Individuals
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Gen X
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Gen Y / Millennials
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Gen Z
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Government Employees
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Healthcare Professionals
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Immigrants
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Individuals
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Intergenerational Families
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Investors
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Jewish
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LGBTQ
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LGBTQ Couples
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Living in Retirement
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Military
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Newly Engaged / Newlywed
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Non-Traditional Clients
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Nonprofit Employees
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Parents
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Physicians
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Private Foundations & Organizations
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Professional Athletes
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Real Estate Agents
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Real Estate Investors
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Remote Workers
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Single Women
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Special Needs
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Specialty Sub-Contractors
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Technology Professionals
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Therapists
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Travel Lovers
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Veterans
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Widow
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Women in Transition
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Women Professionals
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Women’s Finance
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Young Families
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