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Gordian Advisors is an independent fee-only financial planning firm located in Tucson, AZ and serving clients around the country. We always act as fiduciaries and apply several key principles in dealing with our clients:

Common Sense For Your Financial Future

Gordian Advisors was founded on the principle of working with clients in an interactive manner to engage them in making decisions. We believe this leads to better outcomes than simply dictating what we think is best. We place an emphasis on education and helping you understand the implications of financial decisions. We work to "demystify" investment topics as well as avoid complicated strategies which add little value. The ultimate goal is to be a partner in your enjoyment of life at whatever level of resources you may have.

The Nice Smart Guys Who Don't Sell

The "don't sell" part is easy - we are fee-only financial planners who receive no compensation whatsoever from financial products, referrals or transactions. The "nice" part is important because a financial planning relationship works best when it is open and candid. We strive to be approachable, keep our meetings informal and welcome all your questions or concerns. We hope the understated "smart" part becomes evident when we meet in person. In the meantime, the MEDIA section of this website should give you a sense of our thought process.

Let Us Be Your Personal "CFO"

Too often clients come to us with a "financial plan" that is really a grab-bag of individual decisions made along the way with no coordination or overarching goals. Not only do we identify areas that have been overlooked, but we make sure that existing strategies are working towards the same objectives with no gaps or overlaps. We also serve as a "sounding board" and offer an objective perspective on a wide range of issues such as building or renovating homes, job changes, family transitions - you name it. We enjoy the breadth and variety of comprehensive planning and think it offers real value to you.

CERTIFIED FINANCIAL PLANNER™

NAPFA-Registered Financial Advisor

Fee-Only Financial Advisor

How Can We Help You?

Investment Management

Retirement Planning

College Finances

 

Tax Planning

Estate Planning

Insurance Analysis

 

We’re Passionate About Personal Finance


We do a lot of thinking, reading and original research on investments, estate, retirement and other financial planning topics. The results are published in the three forms below:

Plan By Numbers Blog

Written by Denis Smirnov this blog uses numerical examples to simply illustrate complex concepts related to planning, investments and economics.

FDIC – KEEPING YOUR CASH SAFE
As a follow up to Denis’ article about cash, and in light of the recent news involving bank failures, we thought it would be prudent to review how the Federal Deposit Insurance Corporation (FDIC) works and what it covers. The FDIC is an independent agency that was established by Congress with the goal of “maintaining stability and public confidence in…

Monthly Articles

These original articles are written by Dave Hamra and frequently appear in local publications. They are posted here to illustrate our philosophy and thinking.

New Year, New Law
Yes, it is true, Congress found some common ground and accomplished something that is (mostly) beneficial to taxpayers. Just before ringing in the new year, President Biden signed a new bill into law, known as SECURE 2.0. SECURE 2.0 brings significant changes to retirement accounts, many of which will affect our clients and their finances. Before looking at the new…

Quarterly Reviews

Dave's quarterly reviews of markets, the economy and relevant current events. They include our thoughts on client portfolios and address planning issues.

Fourth Quarter 2022 Review
The curtain came down on a year that, simply put, was very rough for investors.

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Gordian Advisors Financial Planner

Office: 2200 E. River Rd., Suite 109, Tucson, AZ 85718

Phone: 520-615-2779

Email: info@gordianadvisors.com

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Gordian Advisors may only transact business or render personalized investment advice in those states where we are registered, or have filed notice, or are otherwise excluded or exempted from registration requirements. Material discussed is meant for general illustration and/or informational purposes only, and is not to be construed as investment advice. Nothing on this web-site should be interpreted to state or imply that past results are an indication of future performance. Although this information has been gathered from sources believed to be reliable, please note that individual situations may vary. Therefore, any information should be relied upon only when coordinated with individual professional advice.