Thank you for visiting our website.
We appreciate the opportunity to present our qualifications and to describe our integrated approach to assisting individuals and businesses define and meet their financial goals.
"Gordon & Associates" is the informal name we use to refer to two separate firms: Gordon & Associates Financial Advisors, Inc. (a Registered Investment Adviser) and Gordon & Associates, P.A., CPAs. Our business model is a holistic process designed to encompass the two following general areas:
The personal financial planning needs of the client The business planning needs of the client, as they relate to the personal financial needs of the client Gordon & Associates Financial Advisors, Inc. handles the personal financial planning and investment advisory needs (which we refer to, collectively, as "wealth management") of our clients.
Gordon & Associates, P.A., CPAs contains two separate divisions for serving our clients. The tax and accounting division provides traditional public accounting services, such as bookkeeping, financial statement preparation, payroll return compliance, income tax planning and return preparation, etc. The business advisory services division provides services such as business plan preparation, process & procedures establishment and documentation, accounting system implementation/conversion, job description assessment and basic HR matters, time management and scheduling, critical path analysis, and tracking.
For phone, address, and contact information, please go to the Contact page.