Question 1

What does CORDA do?

Accepted Answer

CORDA provides comprehensive wealth management designed to bring the important parts of your financial life into one coordinated strategy. We combine financial planning, investment management, tax strategy, and estate planning guidance to help clients make informed decisions with greater clarity and confidence.

Question 2

Who does CORDA serve best?

Accepted Answer

CORDA serves clients who value thoughtful guidance, a high level of personal attention, and a coordinated approach to wealth management. We are especially well suited to help clients navigating life transitions, including preparing for retirement, going through divorce, or dealing with the loss of a spouse. Many of our clients are also caregivers, managing the financial complexity of supporting aging parents, special needs children, or a spouse with illness. We also work closely with multigenerational families planning for the thoughtful transfer of wealth and responsibility.

Question 3

What makes CORDA different from other firms?

Accepted Answer

What sets CORDA apart is the way our team works together on behalf of each client. As an independent Registered Investment Advisor, we are held to the fiduciary standard of care and are required to act in our clients’ best interests. Our advice is personalized, not one-size-fits-all, with planning and portfolios shaped through in-house research and tailored to each client’s goals and circumstances. Founded in 1999, CORDA brings decades of experience to a fully integrated approach that combines financial planning, investment management, tax strategy, and estate planning.

Question 4

Is CORDA a fiduciary?

Accepted Answer

Yes. A fiduciary is someone who is legally required to act in the best interests of the client. As an independent Registered Investment Advisor, CORDA has a fiduciary responsibility to always put our clients’ interests first. That commitment is at the heart of our relationships and the advice we provide.

Question 5

What services are included in the relationship?

Accepted Answer

Services are tailored to each client’s needs, but may include financial planning, investment management, tax strategy, tax preparation, and estate planning guidance. Because our team works together across these areas, recommendations are informed by the full picture of your financial life rather than one piece at a time.

Question 6

Does CORDA help with tax planning and estate planning?

Accepted Answer

Yes. CORDA offers both tax planning and tax preparation, with in-house support designed to keep tax strategy connected to the rest of your financial life. We also help clients think through estate planning decisions involving beneficiaries, trusts, investments, and legacy goals. While we do not draft legal documents, we work closely with clients and their attorneys to help ensure the plan aligns with the broader financial picture, and we can connect you with trusted legal professionals if needed. Learn more about our [Tax Planning & Preparation](/services/tax-planning) and [Estate Planning](/services/estate-planning) services.

Question 7

How does the process work if I become a client?

Accepted Answer

Our process begins with a conversation about your goals, priorities, and the financial decisions in front of you. From there, we gather information, develop recommendations, and build a personalized strategy based on your needs. As a client, you receive ongoing guidance as your life, goals, and financial complexity evolve.

Question 8

How are you paid?

Accepted Answer

CORDA operates under a fee-based payment structure. We do not receive commissions for recommending products, which means our sole responsibility is to serve you, our client, with advice aligned with your goals and best interests. For detailed information about our fees and business practices, please visit our [Disclosures page](/disclosures) and Form ADV Part 2A.

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