Michelle Gordon, CETF
Michelle Gordon Purse Strings
Financial Advisor, Financial Planner, and Retirement Coach / Advisor

 

LOCATION
7200 Wisconsin Ave
Bethesda
Maryland
20814
United States
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PHONE
(410) 348-1611
EMAIL
michelle@investably.com
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Michelle Gordon, CETF
Founder and CEO
Investably LLC
OVERVIEW OF SERVICES
  • 401K Planning
  • 529 Plans
  • Annuities
  • Asset Management
  • College Savings
  • Employee 401K Programs
  • Employee Benefits
  • Estate Plans
  • Investing
  • Life Insurance
  • Post-Divorce Matters
  • Socially Responsible Investing
  • Tax Specialist
 
BIO

Investably LLC is a women-owned registered investment advisory firm focused on helping women, families, and small business owners to build wealth and transition into retirement so they can stop worrying, enjoy their lives, and retire confidently.

Our services include financial planning and investment management. For women that are business owners, we help with additional advisory services such as small business 401K retirement plans with ongoing guidance including an annual FiduciaryRX analysis, employee financial wellness, and business valuations.

Why Choose us:

  • Fiduciary | You want a fiduciary that provides you with advice, versus pushing you products you don’t need
  • Human-Centered Relationship | You want to feel like you are more than a number with frequent advisor communication
  • Modern, Tech-Enabled | You live an active life and want to be supported virtually with modern conveniences

CREDENTIALS
Series 7, 24,63, 65, Certified ETF Advisor (CETF)
EDUCATION
New York University




COMPLIANCE DISCLAIMER

Purse Strings is not a client of this financial professional or the financial professional’s Registered Investment Advisor firm. Purse Strings receives compensation from this financial professional for referring and introducing advisory clients to them. Compensation provides Purse Strings with an incentive to recommend this financial professional resulting in a material conflict of interest. Click here for additional information.

STATES SERVED
All 50 States
Virtual Appointments Available
SPECIALTIES:
  • Business Succession Planning
  • Business Valuation
  • Charitable Planning
  • Divorce Financials
  • Financial Planning
  • IRA
  • Legacy Planning
  • Personal Tax Planning
  • Retirement planning
  • Socially Conscious Investing
  • Tax Mitigation
  • Trust Planning
  • Wealth Protection
  • Wealth Preservation
CLIENT FOCUS:
  • Bread Winner
  • Business Owner
  • Care Giver
  • Divorced
  • LGBTQ+
  • Married
  • Single
  • Stay at Home Mom
  • Widows
AGES:
  • Gen X
  • Boomers
  • Millennials
LIFE STAGES:
  • New Job
  • First Home Purchase
  • Marriage
  • Starting a Family
  • Second Home
  • Empty Nester
  • Divorce
  • Widow
  • Retirement
INVESTMENT RANGE:
  • 250-500K
  • 500K-1M
  • 1M+
LANGUAGES SPOKEN:
English, Spanish