Multi Family Office providing Wealth Management and Estate Planning
We are an independent wealth management firm that serves people changing the world through their intelligence and determination. Our team creates individual strategies for wealth creators with concentrated stock positions, multiple business entities, a wide range of assets or whose situation requires simplifying the complex. Our mission is to empower those wealth creators and their families to take control of their financial assets in a way that enables them to make a meaningful contribution to their personal family legacy and the world we live in.
Keywords: Wealth Management, Financial Advisor, Marin, Family Office, Concentrated Stock Sales, Wealth Management, Concentrated Stock Positions, 10b5-1 plans, Insurance, Trusts and Estate Planning, Lattice Strategies, Endowment Model Investing, Alternative Investments, Fixed Income Investing, Equity Capital Raise, Hedge Fund of Funds, Business exit strategies, Family Intergenerational Wealth Transfer, Retirement Planning, Creative Financing, Credit Strategies, Mortgage Financing
Interview Q&A
How long have you been in business?
Gordian Wealth Advisors has been in existence for 18 month, but the two co-founders have been in business for over 20 years.
What is your primary product or service?
Wealth Management/Family Office services
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
I worked at Lehman Brothers during college. After attending the MBA program at USC, I started working for Kidder Peabody, and continued my career from there.
How do you differentiate yourself from other businesses in your category and area?
Personalized, responsive, and educated service.
How many locations do you have and do you have plans to expand?
one
Provide detailed directions to your location
Stinson Beach exit going North off 101 freeway in Mill Valley. First office complex on the right.
What type of payments do you accept?
N/A
Which areas do you service?
Bay Area, Texas, NY, Louisiana
Who owns your company or runs daily operations?
Two Co-Founders
What are your hours of operation?
N/A
What is the best compliment anyone can give you?
We have gained their trust and confidence
What is your favorite quote or Bible verse?
Experience is what you get when you didn't get what you wanted
Contact Gordian Wealth Advisors:
