Wealth Advisor and CERTIFIED FINANCIAL PLANNER®

Thoughtful Planning to Pursue Your Financial Goals

Empowering Your Financial Future

Financial planning is more than just numbers — it’s about building a future with confidence and purpose. Our personalized, hands-on approach ensures that your goals remain the driving force behind every strategy we create.
We prioritize real relationships, offering experienced guidance tailored to your unique journey. Your financial freedom starts with a plan designed for you, and we’re here to help you pursue your goals with clarity and confidence.

PLAN

Get a holistic look at your financial picture and use this information to guide future financial decisions.

PROTECT

Protect your income and plan for risks by selecting the ideal insurance plan for your needs.

BUILD

Implement savings and investment strategies designed to grow your wealth over time and plan for retirement.

ENJOY

Feel confident about your retirement. Create plans to benefit family, friends, and community in the future.

Gordon Haas, CFP®

Photo of Gordon Haas smiling and wearing a suit against a navy blue background.

Gordon Haas is a wealth advisor and
CERTIFIED FINANCIAL PLANNER® professional

I help professionals plan for retirement and create financial confidence through personalized, values-based planning.

With experience ranging from advising state employees to trading complex market strategies, I bring both technical insight and a human touch to every client relationship.

I believe financial planning isn’t just about numbers. It’s about clarity, confidence, and helping you live the life you envision.

LEARN MORE

GenRelational Wealth™

the Podcast

Welcome to GenRelational Wealth, the podcast where financial planning meets timeless family wisdom.

Each episode brings you insightful conversations with seasoned professionals in various fields of retirement planning. We’ll look at numbers and delve into their stories. Discover the lessons our guests learned from their parents about money and explore how they are sharing that wisdom with the next generation.

Whether you are planning for your retirement years or shaping a financial legacy, GenRelational Wealth offers practical tips and heartfelt inspiration to help you navigate your own financial journey.

EPISODES

We have a wealth of knowledge to share!

Watch these quick educational video shorts.

Read our blog.

What Clients Are Saying

"I have always managed my money independently, but a few years back, I found myself with an abundance of questions and the need for some advice. I began working with Gordon, and from the get go, his common sense approach, depth of knowledge and easy mannerism, quickly made me realize that this was exactly what I needed to ensure that I was on track, after implementing some of his suggested adjustments. I feel like I am now prepared for retirement with Gordon’s continued guidance."

— Gary S.
"Gordon Haas is someone who has truly found his calling as a financial planner. Gordon has been incredibly patient, thoughtful, and creative in helping me revisit and upgrade my life insurance. He didn’t just walk me through the process, he helped me almost double my coverage without increasing my cost. That’s not just something I appreciate today… it’s something I know my family will be deeply grateful for in the future. It’s rare to work with someone who combines deep expertise with genuine care, and Gordon does both effortlessly. If you’re thinking about your financial future, I can’t recommend him enough."

— Adam C.
"Now that retirement is on the horizon, new financial decisions are in my near future, and I realized I needed guidance. Gordon listened to my concerns and my many, many questions, reviewed my portfolio, and very clearly described my options. There are so many choices, but Gordon drilled down to plans that best suited my current and future outlook. With his ongoing support, I am much more secure about my financial future, and my assets feel dynamic, not static. Very highly recommended."

— Elizabeth S.