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Wealth Management North Carolina
Retirement Plans North Carolina
Exit Planning North Carolina
Retirement Plans North Carolina
Retirement Plans North Carolina
Exit Planning North Carolina
North Carolina Investment Adviser
Wealth Management North Carolina
Our Team
Gordon Asset Management, LLC is comprised of four key owner-professionals, namely, Joe Gordon, Russell Smith, Todd Misenheimer and DeAnn Johnson, all of whom operate under the utmost strict ethical standards and are passionate about a commitment to life long investment in human capital. Because we are owners, we feel we have the highest likelihood of achieving significant success in meeting our clients' expectations because we have 'skin' in the game.

Our firm is completely independent of any brokerage firm, insurance company, bank or other product vendor and hence, we operate without any conflicts of interest. We are a privately held company based in North Carolina. With our extensive experience, knowledge and commitment to service, we believe we have built a unique firm providing financial and retirement planning strategies with the personal connection necessary to create peace of mind awareness for our clients and their wealth. We believe that with the innovation necessary to manage our clients' finances, and the trusted relationships we have build over the last 29 years, gives us a unique approach that separates our firm from most.
Asset Management Raleigh-Durham
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Asset Management Ethics
Rather than create our own carefully crafted code of ethics, certain partners of the firm through their various trade associations are held to a certain code of ethics individually as a designee or licensee. Read More >
Investment Advisor
Retirement Plans Raleigh-Durham
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Gordon Asset Management is North Carolina's premier financial services company specializing in associate
development investment, education and accreditation utilizing state of the art industry tools and databases.
Other Gordon Asset Management services include Wealth Management, Retirement Plans
and Exit Planning. Located in the Triangle of Raleigh-Durham, Chapel Hill, Gordon Asset
Management services the Triad of Greensboro, High Point and Winston-Salem as well as throughout
North Carolina, East Tennessee and South Carolina.
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