Gordon Asset Management, LLC (operating as WealthQB)

About Gordon Asset Management, LLC (operating as WealthQB)

<p>Built around both personal wealth management and employer retirement plans, WealthQB (Gordon Asset Management, LLC) works with business owners on plan design, participant advice, and compliance support. Founded in 2003, the SEC-registered investment advisory firm has 12 employees and offices in Durham and Pinehurst, serving the Research Triangle and the central North Carolina region.</p> <p>On the retirement plan side, the firm advises on 401(k) plan design and management, fiduciary guidance, employee benefits strategies, and compliance. It also handles 401(k) fee benchmarking and works with cash balance plans and pension plan management for employers that need a different plan structure.</p> <p>WealthQB also provides retirement income planning and wealth planning for entrepreneurs, with an emphasis on tax planning, retirement savings strategies, and coordinating business assets with personal financial goals.</p> <p>What sets the firm apart is its blend of retirement plan work and entrepreneur-focused planning, supported by staff credentials that include CFP, CPFA, CIMA, AIFA, CFA, and CAIA. The team participates in groups such as the National Association of Plan Advisors and the American Society of Pension Professionals &amp; Actuaries, and brings over 30 years of experience.</p> <ul> <li><a href="/plan-advisors">Plan advisor</a> services for employer retirement plans</li> <li>Plan design for 401(k), pension, and cash balance plans</li> <li>Participant advice and retirement income planning</li> <li>401(k) fee benchmarking and fiduciary guidance</li> <li>Compliance support and employee benefits strategies</li> </ul>

Website: https://www.wealthqb.com/

Founded: 2003

Employees: 12