GORDON WEALTH ADVISORS LLC
NORTH MIAMI BEACH, FLORIDA

Gordon Wealth Advisors LLC, based in North Miami Beach, Florida, offers personal investment advisory services with a particular emphasis on wealth management for individuals, trusts, and small-to-medium-sized businesses. The firm was founded in 2015 by Reed D. Gordon, who established the company after gaining valuable insights as president and CEO of a CPA firm until its sale in 2010. Mr. Gordon's expertise is bolstered by his professional credentials as a certified public accountant board-certified in Personal Financial Planning. Situated at an address that underscores their commitment to local presence-16375 NE 18th Avenue Suite 333, North Miami Beach-Gordon Wealth Advisors prides itself on building strong, lasting relationships with clients. Setting themselves apart from larger investment entities, they operate on a fee-based model. This structure aligns their interests directly with those of the client, ensuring that each financial decision is made with the client's best interest in mind. The company’s primary mission is to assist clients in reaching their financial objectives through tailored and thoughtful advisory services. For operational transparency, Gordon Wealth Advisors LLC is registered as a Florida domestic limited liability company (company type: FLAL) under the filed number L15000000620 since its incorporation on January 2, 2015. To stay connected with their clients, Gordon Wealth Advisors can be contacted at phone numbers (305) 213-4946 or (305) 438-3722. Their commitment to responsible financial management is evident in their latest annual report submission on January 28, 2024. They maintain a Fee Identification Number of 47-2705240 for regulatory compliance and offer further details about their services through gordonwealthadvisors.com.