A complete list of active advisors currently associated with Coah Financial

Warmer can help you find a great advisor at Coah Financial or one who fits your needs even better.

COAH Financial provides investment management, ongoing financial planning, and retirement plan consulting to individuals, charitable organizations, and employer plan sponsors. The firm operates on a fee-only basis and also offers educational seminars and speaking engagements to groups and the public. The firm’s investment work blends Modern Portfolio Theory with both passive and active fund selections across equities, fixed income, ETFs, municipal securities, and held-away account reviews, typically managing client accounts on a discretionary basis and tailoring asset allocation to stated objectives and risk tolerance. Financial planning engagements are collaborative and ongoing, covering areas such as cash flow and debt management, retirement and estate planning, tax-efficiency, insurance review, college savings, and business/exit planning when applicable. Distinctive features include regular complimentary seminars and speaking engagements—an offering that is relatively uncommon among independent advisers—and the principal’s specialized credentials in philanthropic planning and exit planning (CAP and CEPA), which inform work with charitable organizations and business owners. The firm also provides retirement plan consulting with participant education and coordinates with third-party attorneys, accountants, and tax professionals as needed.

To learn more about the advisors currently working at Coah Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.