Gordon T. Achtermann

SILVERSTONE FINANCIAL LLC

Annandale, VA

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CRD#: 1685657

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.

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.

Question & Answer

What are your service offerings?

Life Transitions

Estate Planning

Comprehensive Financial Planni...

Employee and Employer Plan Ben...

Education Planning

Long-term Care

Debt Management

Insurance Planning

Retirement Income Management

Tax Planning

Inheritance

Social Security Planning

Budgeting

Socially Responsible Investing

Retirement Planning

Investment Planning

Do you have an area of expertise or specialization?

AUM

Fixed Fee (Subscription, Retai...

Hourly

Investment Advice with Ongoing...

Investment Advice without Ongo...

Socially Responsible Investmen...

What is your minimum asset requirement?

250K

Are you a "fiduciary"?

Yes

Aliases

Gordon Achtermann

Other business activities

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gordon Thomas Achtermann's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

CRD#: 866

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Maryland
(2/27/2025)

IAR

Texas
(2/27/2025)

IAR

Virginia
(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

State Security Law Exam

IAR

Series 65

Date: 8/10/2018

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/2/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 7/2/1987

Investment Company Products/Variable Contracts Representative Examination

Current Firm

SILVERSTONE FINANCIAL LLC

SILVERSTONE FINANCIAL LLC | YOUR BEST PATH, LLC | YOUR BEST PATH FP | YOUR BEST PATH FINANCIAL PLANNING | YOUR BEST PATH

CRD#: 316845 / SEC#:

Maryland

Registered Investment Advisory firm - (10/7/2021 Approved)

Texas

Registered Investment Advisory firm - (9/3/2024 Conditional Restricted)

Virginia

Registered Investment Advisory firm - (2/25/2025 Approved)

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Contact information

Main Address

Owings Mills, MD

Mailing Address

Phone number

(301) 701-4565

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	89
AUM (Assets Under Management)	$ 22,049,731

Red Flags

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.

Contact information

(xxx) xxx-xxxx

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Gordon T. Achtermann

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gordon Thomas Achtermann's CRS (Customer Relationship Summary).

Certified licenses

Experience

SILVERSTONE FINANCIAL LLC

YOUR BEST PATH, LLC

CGN ADVISORS, LLC

YOUR BEST PATH FINANCIAL PLANNING

WADDELL & REED

State Registrations and Notice Filings

Exams

Series 65

Date: 8/10/2018

Series 63

Date: 7/2/1987

Series 6

Date: 7/2/1987

Current Firm

SILVERSTONE FINANCIAL LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SILVERSTONE FINANCIAL LLC

TRUST BUT VERIFY

Contact information

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