Experience your wealth the way it should be
Intentional Wealth. Thoughtfully Managed.®
At Investably, we believe great wealth decisions happen when planning, investing, and life goals are fully aligned — instead of in silos.
A Boutique Practice by Design
We have intentionally built a practice that prioritizes depth, continuity, and personal attention—welcoming new relationships thoughtfully as capacity allows.
We Support Clients that Are:
- High earners choosing intentional wealth over financial guesswork
- In a moment of peak income or liquidity, and losing too much to taxes
- Shifting from wealth creation to retirement, legacy, and intentional support for adult children and future generations
- Wanting a family wealth framework that preserves their life’s work
Your Wealth Deserves More Than Ordinary Advice
Our service pricing reflects the depth of strategy, coordination, and long-term partnership we provide — so we may deliver value beyond our fees
We don’t have asset minimums — we have client relationship minimums.
Our minimum client relationships begin at $12,000 annually, reflecting the depth of planning, coordination, and ongoing stewardship you receive well beyond investments.
The Value of Advice
Up to 4x More Wealth
3% Higher Annual Returns
100+ Hours Saved
Investably supports families and business founders as your wealth evolves — from building momentum to preserving, growing, and transferring legacy.
Emerging Wealth Journey™
“Building wealth with intention — without doing it alone.”
For high-income families building towards their first $2M+ wanting to optimize their high income — especially when taxes are quietly eroding long-term wealth goals.
Fees: 1.00% of manage assets*
Ongoing service includes:
- Foundational optimization of income towards wealth building assets
- Tax-optimization wealth & investing framework
- Retirement income design
- Foundational estate planning
- Risk management & protection planning*
Private Wealth Stewardship™
“Turning success into sustainable, tax-smart wealth.”
For families with $2M–$6M+ in assets or pre-liquidity business founders and real estate investors preparing for growth or exit.
Fees: 0.85% of manage assets*
Ongoing service includes:
- Preparing the shift in active income towards passive income
- Optimizing tax during peak earning/growth years
- Expanding into broader HNW investment strategies (if appropriate)
- Preparing advanced estate framework for growing assets
- Strategic pre-liquidity transition towards 'What's Next'
Multi-Generational Wealth Stewardship™
"Protecting today's wealth while designing tomorrow's legacy."
For families with $6M–$12M+ in assets or pre-liquidity business founders and real estate investors preparing for growth or exit.
Fees: 0.70% on managed assets*
Ongoing service includes:
- One integrated plan across more complex, multi-entity wealth
- Proactive tax strategy across all entities
- Stewardship through major transitions
- A durable family framework to prepare next generation heirs
- Intentional "Next Chapter" transitions for joy, peace, and income
Virtual Family Office (VFO)
"Your financial world - coordinated, centralized, and cared for."
Designed for families with $12M+ in investable assets who require more advanced coordination across investments, taxes, business, and wealth transfer.
Fees: 0.55% on managed assets*
Ongoing service includes:
- Expanding into virtual family-office level coordination
- Oversight of private markets, real estate, and concentrated equity
- Advanced tax planning and optimization across total wealth
- Advanced family wealth transfer and risk management strategies
- Ongoing collaboration with CPAs, attorneys, and business advisors
** Insurance solutions designed to address long-term care needs, lifetime retirement income, and protection related to loss of life, key person, disability, or estate goals are available through Prosperably LLC, a separate but affiliated firm under common ownership. Insurance products are not provided through Investably LLC. All insurance recommendations are optional and thoughtfully coordinated to support the implementation of comprehensive wealth plans.
When your wealth grows, your advisory relationship should too.
A Different Kind of
Wealth Relationship
Your relationship with Investably goes far beyond investment management.
As your wealth grows, our relationship grows with you — inviting more thoughtful strategy, closer coordination, deeper care around taxes, and more intentional legacy planning, often in meaningful partnership with your team of professionals.
All delivered through steady, proactive stewardship — and anchored in one enduring, trusted relationship built on care, capacity, and commitment.
Our total wealth approach supports:
- Planning is never secondary to portfolio size
- Advice remains proactive, not reactive
- Complexity and responsibility are properly resourced
- Investment strategies adapt as your wealth goals and complexity evolve
- Continuous tax and estate guidance through every wealth stage
More Than Ordinary Advice
Because your wealth deserves more — intentional wealth, thoughtfully managed — purposefully adapting as your life, goals, and legacy evolve.
Traditional Approach
Investably's Approach
get started
Take Your First Step Today.
Thoughtful market insights, tax-smart strategies, and real-world guidance for building wealth with clarity and confidence.
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Wealth advisory and investment management services are provided by Investably, LLC, an independent registered investment advisor (RIA) firm registered in the state of Maryland and Florida. We are headquartered at 2 Bethesda Metro Center, Suite 250, Bethesda, MD, 20814. We serve clients virtually in Maryland, Florida, and in any states where exemptions may apply.
Michelle Gordon is a holder of the Accredited Investment Fiduciary® (AIF®) designation. Designees can demonstrate that they have met educational, competence, conduct and ethical standards to carry out a fiduciary standard of care and serve the best interests of their clients. Designation is administered by Fi360, a Broadridge company. Michelle Gordon is a licensed Investment Advisor (Series 65) and licensed insurance professional. Previously, a licensed General Securities Principal (Series 24) along with Series 7, 63, and 3.
All content is for information and educational purposes only. It is not intended to provide any financial, tax or legal advice. Please consult with attorney or CPA for legal or tax advice. Nor is it intended to be a projection of current or future performance or an indication of future results. Investment decisions are based on an analysis of client-provided data. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital. Past performance is not indicative of future performance.
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