Wealth Management

Gordon, Gelley & Co., PLLC provides professional portfolio management for individual, corporate, and retirement plan investors. Our firm is a registered investment advisor committed to your financial stability. Your peace of mind is important to us.  With our expert financial advisors, we have a long history of clients that are surpassing their personal and business goals.

As investment consultants we help our clients build, preserve, and maximize their wealth; as CPAs we adhere to a code of professional conduct and ethics and provide a disciplined, objective investment style. Unlike many financial advisors, we sell no products, accept no commissions, and have no vested interest in the choices we provide to you. We are compensated only by annual fees based on the value of the assets under management. We help our clients determine investment strategies, risk tolerance and investment objectives to achieve portfolios in a tax-efficient style. With our clients, we analyze their financial objective and assist them in achieving their goals. Skilled investment advisors have discretionary trading authority to buy and sell on behalf of the client, but no direct access to any funds except for fees authorized by the client. All of our clients have the ability to choose the custodian of their accounts. We are dedicated to the philosophy that our clients must receive exceptional service at every level of our operation.  We have the investment, tax, and financial skills required to help you achieve financial independence. Our goal is to help our clients retain, manage, and increase their hard-earned wealth so that work or retirement can be a choice.

Gordon, Gelley & Co., PLLC employ’s qualified individuals to service our clients with their wealth management and includes  Personal Financial Specialists (PFS), members of the personal financial planning division of the AICPA and the past president of the local International Association of Financial Planners.