Joseph Gordon

I graduated from UNC Chapel Hill with a B.

S. in Business Administration. I also took many elective courses in psychology and finance and income tax. I worked 20-30 Hours a week at Ken's Quickie Mart and was social chairman for two years at the Sigma Phi Epsilon fraternity. I started my career in the life insurance and disability income business, specializing in doctors and dentists, and quickly learned they needed help setting up private practice, selecting the right business entity and building wealth via the two most likely tax advantaged paths, namely an ERISA qualified plan and owning real estate and leasing it to your practice. While in my '20's, I studied and obtained my CFP, ChFC, CLU and even a Masters of Science in Financial Services from the American College in Bryn Mawr, PA. I also formed a SEC regulated investment advisory firm in 1983, with fiduciary advice becoming the core foundation of my practice. My practice evolved with two primary core services, designing and advising on 401(k) and cash balance plans and wealth management for the owners and key employees of these companies. Wealth management services include tax planning, estate and charitable planning, retirement income planning, risk management planning, and long term care planning. I have two capable and talented partners, both a generation younger than me, who will run the firm going forward in the future. We solidified our succession planning in 2024 by selling a minority interest to Summit Growth Partners, an affiliate of Summit Financial, a national RIA with about 400 professionals and over $25 billion in assets under management.