At CORDA, we follow the contrarian approach to investment that was pioneered by Warren Buffett and Benjamin Graham, among others. We focus on reliable, strong companies that are temporarily trading at a discount.
Our fee-only advisors are not brokers. We take our fiduciary responsibility to our clients quite seriously, and we customize each portfolio to meet that client’s needs and desires.
CORDA provides complete financial planning services for families with widely disparate needs and goals. We help you identify your short-term and long-term financial goals, and create a customized plan to help you achieve them. We strive to build professional relationships with our clients that will last a lifetime.
At CORDA, we provide a broad range of estate planning services. These include, but are not limited to:
- Will Advice
- Trust Funds
- Inherited IRAs
- Life Insurance Planning
Like all other aspects of wealth management, retirement planning is highly personalized. Those who plan to downsize have far different needs than those who want to travel the world, and those who have been saving for retirement since starting their first job will require different advice than those who are just starting to save in their 40s or 50s. We assess your full financial picture and retirement goals, and draft a detailed step-by-step plan to get you there.