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.
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!
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!
Services
Gordon Financial, LLC is a Fee-Only Registered Investment Advisor firm, located in beautiful Mount Pleasant, SC. We are registered with the State of South Carolina, and as such, are held to a fiduciary standard of service. This means that, unlike a typical broker or agent, we must always act in our client's best interest.
Elizabeth graduated from the Darla Moore School of Business at the University of South Carolina in 2003, earning a Bachelor of Science degree in Finance and Marketing. Before the ink was even dry on her diploma, Elizabeth moved from her hometown of Lexington, SC to the historic and beautiful city of Charleston, SC, where she began her financial career with the Bank of South Carolina.
We offer different service contract options to enable us to best meet your individual needs. Account minimums and fees may be negotiable. We may take hourly or project work on a case-by-case basis. Please contact us for more information, or to schedule a no-obligation meeting to discuss your situation.
Most people think all financial planners are "certified, " but this isn't true -- nor are all certifications the same. Anyone may call him or herself a "financial planner, " but only those who have fulfilled the certification and renewal requirements of the CFP Board can display the CFP certification marks, which represent a high level of competency, ethics, and professionalism.
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