Gordan Asset Management

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Gordan Asset Management — overview

About

Gordon Asset Management is an investment consulting and wealth advisory firm headquartered in Durham and Pinehurst, North Carolina. The firm provides wealth management and financial advisory services, including financial planning, tax planning, estate planning, insurance planning, portfolio review, and retirement plan consulting. Advisory and financial planning services are offered through Summit Financial, LLC, a SEC-registered investment adviser. The firm advises individuals, families, entrepreneurs, and business owners, with a focus on personal wealth planning, corporate retirement plans, and business succession and exit planning. Services may include recommending and implementing investment strategies, including buying and selling assets on behalf of clients.

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