Every one of our clients has different financial needs, so the advice we give to them is different. During your first consultation, we get to know you, your finances, and your goals so we can work together to create an individualized financial plan with the step-by-step directions to get there. Under our fiduciary oath, we put your needs first with everything we do, from the advice we give to the financial products we recommend.
CORDA Management aims to be your go-to source for financial planning services. We provide a comprehensive set of services that help you through each life stage. This includes:
Our large team of financial advisors has experience and credentials to help you make sound financial plans that can help to protect your family into the future. Several of our team members hold the Accredited Investment Fiduciary designation. Some of our financial advisors have been helping clients just like you reach their financial goals for more than 25 years.
CORDA Management is a value-based investing firm. We focus on investing in businesses that are temporarily discounted against their intrinsic value. These investments appreciate over time and provide you with steady dividends you can count on.
There are some investment firms that focus exclusively on one type of investing. At CORDA Management, we take more of a holistic approach to your finances. We want to be there for you, no matter if you need estate planning, long-term tax strategies, or planning to pay for your child’s college education. We understand that your needs will change over the years, and are prepared to help you along the way.