Gordon Achtermann (CFP®, MBA)
Gordon Achtermann focuses in the
following client markets or areas of practice:
- AUM
- Fixed Fee (Subscription, Retainer, etc.)
- Hourly
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Socially Responsible Investments
- AUM
- Fixed Fee (Subscription, Retainer, etc.)
- Hourly
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Socially Responsible Investments
Planning Specialties
We offer an array of globally diversified sustainable investment portfolios. In addition we can design a customized portfolio that reflects your values witout compromising investment returns.
Additional Information
My goal at Your Best Path Financial Planning is to provide high-quality, accessible financial planning to individuals and families from all walks of life. My vision is now real as we offer solid financial advice without requiring minimum asset or net-worth levels. The passion, life experience, and knowledge I bring to the table will serve you well as we figure out how to get you on your distinct best path to financial security and independence.
NAPFA Start Date
February 16, 2018
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