# Investably > Investably is a boutique fiduciary RIA serving first-generation wealth nationwide. Tax-smart planning, investments, retirement income, estate, business & exit, and real estate are coordinated as one integrated plan, priced at 0.50% of assets managed, subject to an annual minimum by relationship tier. We serve first-generation wealth builders — business owners, founders, and high-earning professionals — who would rather delegate the details than carry them. Michelle Gordon (AIF®) acts as a personal quarterback for a client’s whole financial life, coordinating tax, investments, estate, and business decisions as one strategy rather than a set of disconnected products. Pricing is transparent: 0.50% of the assets we manage, with an annual minimum based on your client relationship. Wealth Management is for individuals and families; Founder Wealth adds the coordination business owners need. ## Core pages - [Home](https://www.investably.com/): Boutique, fee-only fiduciary wealth management for business owners and high earners — tax, investments, estate, and retirement coordinated as one strategy. - [How We Work](https://www.investably.com/approach): How Investably works: fee-only fiduciary principles and a three-step process from discovery to ongoing stewardship, with one transparent fee on the assets we manage. - [Pricing](https://www.investably.com/pricing): Transparent, fee-only pricing: 0.50% of the assets we manage, with an annual minimum based on your client relationship. - [Our Services](https://www.investably.com/services): Tax-smart planning, investments, retirement income, estate, business exit, and real estate — six disciplines coordinated as one fiduciary strategy. - [About Investably](https://www.investably.com/about): Investably is a boutique, fee-only fiduciary wealth firm founded by Michelle Gordon, AIF® — built on one idea: your wealth is a system, not a portfolio. - [Meet Michelle Gordon](https://www.investably.com/michelle): Michelle Gordon, AIF® — Founder & CEO of Investably. An NYU graduate with two decades of institutional investment experience and a weekly TV contributor. ## Who we serve - [Who We Serve](https://www.investably.com/who-we-serve): Business owners, high-earning professionals, women navigating transitions, and families approaching retirement — fiduciary strategy for first-generation wealth. - [Business owners & founders](https://www.investably.com/who-we-serve/business-owners): Fiduciary wealth strategy for business owners and founders: exit planning, tax architecture, and retirement plan design that connect the business to your family's wealth. - [High-earning professionals](https://www.investably.com/who-we-serve/high-earning-professionals): Fee-only planning for high-earning professionals: proactive tax-smart planning, equity and investment stewardship, and a first real plan for turning strong income into lasting wealth. - [Women navigating transitions](https://www.investably.com/who-we-serve/women-transitions): Wealth guidance for women navigating divorce, widowhood, inheritance, and retirement, with two decades of expertise and empathy for life's financial turning points. - [Families preparing for retirement](https://www.investably.com/who-we-serve/approaching-retirement): Retirement planning for families after decades of building: income design, Social Security timing, and estate strategy that turn what you've built into a confident yes. ## Services - [Investment Stewardship](https://www.investably.com/services/investment-stewardship): Personalized, evidence-based portfolios: low-cost ETF construction, asset location, tax-loss harvesting, and active stewardship that adjusts as your life evolves. - [Retirement Income Planning](https://www.investably.com/services/retirement-income): A paycheck plan for the decades after the paychecks: Social Security timing, withdrawal sequencing that avoids bracket spikes, and healthcare costs planned ahead. - [Estate & Legacy Planning](https://www.investably.com/services/estate-legacy): Trusts, titling, and beneficiary strategy reviewed against your full financial picture, with business interests and real estate integrated, so what you built passes with purpose. - [Business & Exit Planning](https://www.investably.com/services/business-exit-planning): Valuation, succession, and a five-to-ten-year exit roadmap: retirement plan design, net-proceeds modeling, and post-sale income design coordinated with your CPA and M&A partners. - [Real Estate Integration](https://www.investably.com/services/real-estate-integration): Investment property treated as part of the plan: cash flow, depreciation, and tax-smart exits mapped across 1031 exchanges, DSTs, 721 UPREITs, and Opportunity Zones. ## Resources - [Insights](https://www.investably.com/insights): First-generation wealth doesn't come with a manual. Plain explanations of the decisions that shape a financial life — taxes, markets, retirement, and legacy. - [Media Coverage](https://www.investably.com/media): Watch Michelle Gordon's weekly financial segments on Comercio TV, the 24/7 Spanish-language financial news channel — market insights in her own words. - [Frequently Asked Questions](https://www.investably.com/faqs): Straight answers on working with Investably: fees, fit, our services, how we invest, and the firm behind the plan — for business owners and families building first-generation wealth. ## Optional - [Investably](https://www.investably.com/terms): The legal terms governing use of the Investably website and services.