Charleston Fee-Only Financial Planner
Our Philosophy
Charleston Fee-Only Financial Planner

We believe everyone should have access to unbiased financial advice, that is customized to their unique goals and lifestyle.

 

As a fee-only financial planning and Registered Investment Advisor firm, Gordon Financial is uniquely suited to provide only the advice and recommendations that are in your best interest. 

 

We never receive commissions, and will not try to sell you any products.  You can feel confident knowing your personal financial planner is working just for you!   

 

 

 

Our Services
Charleston Fee-Only Financial Planner

Let a CERTIFIED FINANCIAL PLANNER™ professional craft a customized financial plan for you today, to help you achieve your unique goals.

 

Whether it is retiring early, ensuring your children's education costs will be covered, or purchasing that dream home, we can help!

 

Ask about our new Start Smart! plan that is perfect for Millennials needing a few financial pointers, or anyone who just needs a little advice to ensure they are on the right track to success.

Financial Planning Areas:

 

 

Retirement Planning

Investment Management

Education Planning

 

Insurance and Risk Management

Cash Flow Management

 

Budgeting

Estate Planning

Charitable Giving

Tax Planning and Review