A complete list of active advisors currently associated with Cochran Wealth LLC
Warmer can help you find a great advisor at Cochran Wealth LLC or one who fits your needs even better.
Cochran Wealth is a fee-only financial planning and investment advisory firm that serves individuals as well as institutional clients, including corporate pension and profit-sharing plans and other investment advisers. The firm provides comprehensive financial planning, customized Investment Policy Statements (IPS), discretionary portfolio management, pension consulting for employee benefit plans, and specialized services such as concentrated stock management and stock option analysis. The firm develops client-specific financial plans and IPS documents and typically requests discretionary authority to implement portfolios that reflect clients’ income, liquidity, tax considerations, risk tolerance and time horizon. Cochran Wealth uses a blend of passive and active strategies, cost-structure analysis, fundamental and technical methods, and may employ options (including writing options) and third‑party managers when appropriate; client assets are custodied through Schwab Institutional and Cochran Wealth may aggregate trades for block execution. Noteworthy for a solo independent advisor, Cochran Wealth explicitly offers ongoing pension consulting for 401(k) and other employee benefit plans and provides services to other investment advisers—services that are less common among peers. The firm is led by a CFA charterholder and manages roughly $14 million for a small number of client relationships, combining traditional wealth-planning services with institutional plan consulting.
To learn more about the advisors currently working at Cochran Wealth LLC, 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.
Name |
Location |
Years of experience |
|---|---|---|
Atlanta, GA
| 16
|
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