Michelle Gordon, AIF®
Michelle Gordon, AIF®, is Founder & CEO and Principal Wealth Manager of Investably LLC, a boutique fiduciary wealth management firm serving business founders and high-income families.
A New York University (NYU) graduate with two decades of investment experience, Michelle is a national weekly financial contributor on Buenos Días, Wall Street on Comercio TV, where she delivers market insights and wealth strategies to a national television audience.
She serves as a trusted family advisor to a select number of successful families, helping them protect, grow, and transition wealth through an institutional-caliber investment approach paired with highly personalized advice.
New Client Onboarding
Client Quarterly Meetings
Deep dive quarterly client meetings.
30 min Meet & Greet
A brief conversation to understand your wealth goals, financial priorities, and the challenges you're looking to solve.
No personalized financial, investment, tax, or legal advice is provided during this meeting.
We'll explain our approach, answer general questions, and determine whether we're the right fit to work together.