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Services

Gordon & Associates Financial Advisors, Inc. provides comprehensive personal financial planning and wealth management services to individuals and families. At Gordon & Associates, we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.

Below are links to the following resources:

  • Our comprehensive explanation of Personal Financial Planning
  • Our one page summary document (PDF file) of PFP services
  • Our current ADV Part II and Schedule F, which are the State of Florida and SEC disclosure documents about our services, approach, etc.

We encourage you to carefully read all these materials and let us know if you have any questions.