Gordon Achtermann, CFP®, CSRIC Your Best Path, LLC

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About Gordon Achtermann, CFP®, CSRIC

I get it. Finding a Financial Planner that is a good match for you is not easy. The alphabet soup of credentials and terms can be confusing. I have been fortunate to have already served clients from coast to coast and from Alaska on down while based in Fairfax, VA. Why?

Like most firms, at Your Best Path we provide comprehensive financial planning, retirement planning, and investment management to help our clients.

There are a few things about my practice are different from the great majority of planners.

– The focus is exclusively on families in their peak earning years.

– Your Best Path serves individuals and families from from all walks of life. Therefore, I have no minimums for planning or asset management.

– As of 1/1/2022 our average managed asset household had $4 million under our management because I do not push asset management unless your situation is too complex for you to manage yourself, or you prefer to delegate that activity.

– I am a leader in the field of Sustainable, Responsible, and Impact Investing (SRI), having received the CSRIC designation – the first-ever certification for study in the investing with while considering Environmental, Social, and Governance

– I also have expertise developed over years working with clients from many branches of the Federal Government so I understand the intricacies of their various benefit programs.

Read Gordon’s blog here: https://www.yourbestpathfp.com/blog

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Ideal Clients

  • Government Employees
  • Holistic Financial Planning
  • SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)

Ways Advisor Charges

  • Hourly
  • Assets Under Management

Fee Options

  • Hourly Fee: $250+/hr
  • Assets Under Management: Fee is typically 0.70% or less

Pricing varies by services offered and the amount managed. Please contact the advisor directly for a full explanation of fee options

SEC Records

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