Gordon Thomas Achtermann
CFP®Professional Summary
Gordon Thomas Achtermann, CFP®, who also goes by Gordon Achtermann, is a registered financial advisor currently at SILVERSTONE FINANCIAL LLC located in Annandale, Virginia. Gordon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Gordon has worked at 5 firms and has passed the Series 65, Series 63 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Financial Planning
- Estate & Legacy Planning
- Business Services
- Education Funding
- Health Care & Long-Term Care Planning
- Risk Management & Insurance
- Retirement Planning
- Tax Planning
- Social Security & Medicare Planning
- Cashflow & Budgeting
- Investment Management
Specializations
Biography
My goal at Your Best Path Financial Planning is to provide high-quality, accessible financial planning to individuals and families from all walks of life. My vision is now real as we offer solid financial advice without requiring minimum asset or net-worth levels. The passion, life experience, and knowledge I bring to the table will serve you well as we figure out how to get you on your distinct best path to financial security and independence.
Other Aliases
Gordon Achtermann
Similar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
MORGAN STANLEY
SOLTIS INVESTMENT ADVISORS, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
MORGAN STANLEY
SOLTIS INVESTMENT ADVISORS, LLC
Contact Information
Direct
(xxx) xxx-xxxx
Similar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
MORGAN STANLEY
SOLTIS INVESTMENT ADVISORS, LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
MORGAN STANLEY
SOLTIS INVESTMENT ADVISORS, LLC
Credentials
Years of Experience
39 years in the financial services industry
Current & Past Employments
Similar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
MORGAN STANLEY
SOLTIS INVESTMENT ADVISORS, LLC
Current Firm
SILVERSTONE FINANCIAL LLC | YOUR BEST PATH, LLC | YOUR BEST PATH FP | YOUR BEST PATH FINANCIAL PLANNING | YOUR BEST PATH
Contact Information
Main Address
Owings Mills, MDPhone Number
(301) 701-4565# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
99AUM (Assets Under Management)
$28,334,459Similar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
MORGAN STANLEY
SOLTIS INVESTMENT ADVISORS, LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
Similar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
MORGAN STANLEY
SOLTIS INVESTMENT ADVISORS, LLC
State Registrations and Notice Filings
(2/27/2025)
(2/27/2025)
(2/27/2025)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jul 1987About the Series 6 examSimilar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
MORGAN STANLEY
SOLTIS INVESTMENT ADVISORS, LLC
CRS (Client Relationship Summary) - RIA
Click below to view Gordon Thomas Achtermann's CRS (Customer Relationship Summary).
Services Offered by Gordon
- Financial Planning
- Estate & Legacy Planning
- Business Services
- Education Funding
- Health Care & Long-Term Care Planning
- Risk Management & Insurance
- Retirement Planning
- Tax Planning
- Social Security & Medicare Planning
- Cashflow & Budgeting
- Investment Management
Similar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
MORGAN STANLEY
SOLTIS INVESTMENT ADVISORS, LLC
