Gordon Achtermann
Your Best Path Financial Planning
Fairfax, VA and 1 more office
Gordon founded Your Best Path Financial Planning after a 27-year career at Freddie Mac, where he worked in accounting, purchased mortgages, built software, and analyzed data for new projects. “While the mission of making homeownership possible for all Americans was always a big motivator, I always knew in the back of my mind that I would one day open my own business and return to my first love – financial planning.” In his first job after college, Gordon worked for a company that offered free financial plans as an entrée to sell mutual funds and insurance. “I loved helping people find better ways to manage their money, but pure commission sales were just not for me. Now that the industry is moving away from that business model, I can do this my way.”
Asset management
Discretionary
How Gordon charges
$350/hour
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From the SEC record
Extracted from Gordon’s Form ADV filing.
Total clients
28
Average account size
$1,011,944.96
Experience
7 years in the industry
Sourced from the SEC’s Investment Adviser Public Disclosure record.
FORM ADV
PART 2 BROCHURES
Note: These documents were automatically retrieved from the SEC website for transparency and verification purposes.
Verified fiduciary status
This advisor has been verified as a fiduciary and is legally obligated to act in your best interest. They do not sell commissionable products and their recommendations are based solely on what is best for you.