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. We can design a customized portfolio that reflects your values without compromising investment returns.
Additional Information
Our goal at Your Best Path Financial Planning is to provide high-quality, accessible financial planning to individuals and families who understand that money is an expression of values, both in how you spend it and how you invest. We offer expert 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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