Milton Gordon

Milton Gordon is a highly experienced financial advisor specializing in holistic financial planning, wealth preservation, and estate planning for private clients and small family business owners. He aims to provide a Family Financial Office experience to clients interested in securing their lifetime financial security.

With a focus on personalized service, Milton Gordon believes in working with a select group of clients who value and can benefit from his tailored approach to financial planning. His specialties include lifestyle financial planning, where he assists clients in defining and reaching clear financial and lifestyle goals for long-term security and peace of mind.

Currently, Milton Gordon serves as the Principal at Milton Gordon & Co and has a background as a Communications Officer at the Royal Air Force.