Rutledge Gordon

VP of Advisors, Financial Advisor

CRP®

Rutledge A. Gordon joined in 1998 and serves as a VP of Advisors and Financial Advisor. He enjoys the personal relationships he has with his clients as well as helping them achieve their goals. Prior to joining, Rutledge had his own financial planning practice. Rutledge holds a BBA in Business Management from Harding University. He also earned the Chartered Retirement Planning Counselor (CRPC®) designation from the College of Financial Planning in 2000. 

Latest Insights


The role of digital assets in your estate plan: What high-net-worth investors need to know

Estate planning is a critical part of any comprehensive financial plan - but don't forget about your digital legacy when finalizing your plans.

Read more
How to align your investment strategy with your retirement goals

As you approach retirement, your goals require more than just saving. Discover the power of a more tailored investment strategy.

Read more
Tax alpha 101: How high-net-worth investors can boost returns by managing taxes effectively

Learn how striving for 'tax alpha' can help you keep more of your wealth by optimizing tax efficiency over time.

Read more