Robert Gordon & Associates INC

About Robert Gordon & Associates INC

<p>Fee-only planning with no product sales or commissions is central to how Robert Gordon &amp; Associates INC works with clients. Headquartered in Springfield in central Illinois, the firm operates as a Registered Investment Advisor and provides financial planning and investment management for individuals and families across the U.S.</p> <p>With more than 30 years in business, the team includes CERTIFIED FINANCIAL PLANNER™ professionals and coordinates with a client’s CPA and attorney when needed. In 2026, the firm reported $0.3B in assets under management.</p> <p>Robert Gordon &amp; Associates also handles 3(21) fiduciary support for employer-sponsored retirement plans, working as a <a href="/plan-advisors">plan advisor</a> on investment selection and monitoring. Clients also use the firm for retirement planning, estate planning, and broader wealth management.</p> <p>A key differentiator is the firm’s fee-only structure paired with hands-on coordination with outside tax and legal professionals, plus added resources following its merger with Berger Financial Group.</p> <ul> <li>3(21) fiduciary investment advice for retirement plans</li> <li>Fee-only financial planning</li> <li>Investment management and portfolio oversight</li> <li>Retirement and estate planning</li> <li>Business consulting and financial education</li> </ul>

Website: https://www.rga-advisors.com/