A complete list of active advisors currently associated with Cochran Wealth Management LLC

Warmer can help you find a great advisor at Cochran Wealth Management LLC or one who fits your needs even better.

Cochran Wealth Management provides discretionary and non‑discretionary portfolio management and comprehensive financial planning to individuals, high‑net‑worth individuals, families, and small businesses. Services listed in the brochure include retirement planning, investment allocation analysis, cash‑flow and budgeting guidance, education funding strategies, risk management and insurance review, estate planning coordination, and business financial consulting. The firm constructs diversified, cost‑conscious portfolios primarily using ETFs, mutual funds, and cash equivalents and applies a mix of fundamental, technical, and quantitative analysis to set strategic asset allocations with modest tactical adjustments. Cochran Wealth operates as a fee‑only adviser and tailors advice to each client’s goals and risk profile; the brochure also indicates the firm conducts educational seminars and workshops as part of its client outreach. Noteworthy features for a firm of this size include that it was launched in 2025, had no assets under management as of April 8, 2026, and is led by an early‑career principal who completed a finance degree in 2025 and holds the Series 65. The firm is in the process of establishing a custodial relationship (the brochure names a preferred custodian) and does not accept proxy voting authority, operational details that may affect how clients handle custody and proxy matters.

To learn more about the advisors currently working at Cochran Wealth Management 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
Trey Cochran	Martinsville, OH	0

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