Gordian Advisors

Too often clients come to us with a "financial plan" that is really a grab-bag of individual decisions made along the way with no coordination or overarching goals. Not only do we identify areas that have been overlooked, but we make sure that existing strategies are working towards the same objectives with no gaps or overlaps. We also serve as a "sounding board" and offer an objective perspective on a wide range of issues such as building or renovating homes, job changes, family transitions - you name it. We enjoy the breadth and variety of comprehensive planning and think it offers real value to you.

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