Gordon Achtermann, CFP®, CSRIC Your Best Path, LLC
- 8280 Willow Oaks Corporate Drive Suite 600, Fairfax, VA 22031
- (703) 573-7325
- http://www.yourbestpathfp.com/
About Gordon Achtermann, CFP®, CSRIC, MBA
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 will take as long as you like to talk through all your questions because I know that an educated client is my best client. I have been fortunate to have served families and individuals from Alaska and California to Texas and Massachusetts and all over Virginia, Maryland and DC while based in Fairfax, VA. Why?
Because I have everything needed to be your guide in a changing landscape.
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 that differ from the great majority of planners.
– The focus is exclusively on families in their peak earning years.
– I am a leader in Sustainable, Responsible, and Impact Investing (SRI), having received the CSRIC designation – the first-ever certification for study in investing while considering Environmental, Social, and Governance factors. Your portfolio will reflect your specific values, not just a cookie-cutter index from fund managers that don’t even vote their shares.
– I also have expertise developed over the years working with clients from many branches of the Federal Government, so I understand the intricacies of their various benefit programs.
– As of 1/1/2022, our average managed asset household had $4 million under our management. Why? 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 serve individuals and families from all walks of life. Therefore, I have no minimums for planning or asset management.
Read Gordon’s blog here: https://www.yourbestpathfp.com/blog
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- Baby Boomers
- Government Employees
- SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
- Technology Professionals
Ways Advisor Charges
- Hourly
- Assets Under Management
Fee Options
- Hourly Fee: $275+/hr
- Assets Under Management: Fee is typically 0.40% 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
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
