Your Best Path Financial Planning
Principal & Founder
Fee-Only financial planner located in Annandale, VA, serving clients locally and across the country
Gordon Achtermann is an Annandale, VA fee-only financial planner. Your Best Path Financial Planning provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Gordon Achtermann is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Gordon founded Your Best Path Financial Planning after a 27-year career at Freddie Mac, where he worked in accounting, purchased mortgages, built software, and analyzed data for new projects. “While the mission of making home ownership possible for all Americans was always a big motivator, I always knew in the back of my mind that I would one day open my own business and return to my first love – financial planning.” In his first job after college Gordon worked for a company that offered free financial plans as an entrée to sell mutual funds and insurance. “I loved helping people find better ways to manage their money, but pure commission sales was just not for me. Now that the industry is moving away from that business model, I can do this my way.”
Gordon is a candidate for CFP® certification having completed the CFP Board’s education requirements and passing their national exam on the first attempt in July 2018. Gordon voluntarily adheres to all the standards of practice, ethics, and continuing education required of a full certificant. Once he has logged 6,000 hours of experience he will be eligible to apply for full accreditation. Of course, Gordon adheres to the fiduciary standard at all times.
Gordon earned his Certificate in Financial Planning from Bryant University. He holds a Masters in Business Administration from the Keller Graduate School of Management and a BA in Economics from Duke University.
Gordon is a member of the following professional organizations:
- The Garrett Planning Network
- National Association of Personal Financial Advisors
- Fee-Only Network
Gordon has lived and worked in Northern Virginia since 1988 and currently resides in Annandale with his wife Joan and kids Jerry and Tess. He is an enthusiastic music fan, enjoys watching basketball, getting outside for cycling and hiking, reading science fiction, studying history and self-improvement. He will debate any topic at any time with anybody and enjoys playing devil's advocate just to explore interesting topics.
If you want to do something real and start putting the pieces in place for your extraordinary future — the time to start is now, and the most important ingredient is you. Your plan will work, because you will help create it, you will understand it, and you will know the steps to take. Contact Gordon to get acquainted and determine if his services are the right fit for you.
Gordon Achtermann is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
Your Best Path Financial Planning is an hourly, fee-only financial planning firm. We help people and families get on and stay on their individual best path to handle all aspects of their finances and thus make their individual aspirations a reality.
Your Best Path offers a superior alternative to traditional big box bankers and brokers by creating a client relationship that is free from the conflicts of interest that pervade other business models. When Gordon works with you he serves only one master: you. He takes no compensation of any kind, at any time, from any source, other than the fees agreed to up front. He does not manage assets for a percentage fee and there are no long-term contracts, net worth limits or account minimums required. He offers competent, objective advice to people from all walks of life across all the domains of financial planning in service of YOUR goals, to articulate YOUR true aspirations and uncover YOUR unique best path forward.
Among the financial advice and planning services offered by Your Best Path Financial Planning are:
- SRI (Sustainable, Responsible, and Impact) investing
- Advice by web/video conference
- Risk tolerance testing and exploration
- Asset allocation and portfolio recommendations
- Tax efficient investment strategies
- Retirement projection
- Retirement annuities, including FERS and private pensions
- Retirement planning, including IRAs, Roth IRAs, 401(k) and TSP plans
- Retirement plan rollovers and consolidations
- Mortgage, student loan, and consumer debt review and counseling
- Life and disability insurance needs recommendations
- Long Term Care insurance analysis
- Property and liability insurance needs recommendations
- Education funding, including 529 plans and Coverdell ESAs
- Cash flow review and budgeting
- Real estate investing and mortgage financing analysis
- Legacy and estate planning
- Life planning/lifestyle financial planning
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- College Education Planning
- Tax Planning
- Investment Management
- Risk Tolerance Matching
- Retirees and Near Retirees
- Growing Families
- Sudden Money Situations
- ESG Investors
- Novice Investors
- Sandwhich Generation
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Get Aquainted Meeting
Professional Designations & Affiliations
Gordon Achtermann is a NAPFA Affiliate Member
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Gordon Achtermann is a member of the Garrett Planning Network. Click here to learn more.
Everyone needs competent, objective financial advice from time to time. The Garrett Planning Network has a nationwide membership with hundreds of independent, Fee-Only financial planners providing advice to people from all walks of life, without minimum account requirements, sales commissions, or long-term commitments. Our members proudly embrace their fiduciary duty, always placing their clients' best interests first.
Contact Gordon Achtermann
Annandale, VA 22003