A complete list of active advisors currently associated with Coherent Financial Advisers, LLC

Warmer can help you find a great advisor at Coherent Financial Advisers, LLC or one who fits your needs even better.

Coherent Financial Advisers provides advisory services to individuals, high‑net‑worth clients, small business owners and other investment advisers, offering discretionary and non‑discretionary portfolio management, financial planning, and subadviser arrangements. Its advice spans mutual funds, equities, ETFs (including precious‑metal ETFs), fixed income (including inflation‑linked bonds) and options. The firm combines multiple analytic techniques — charting, fundamental, technical, cyclical, quantitative analysis and modern portfolio theory — and generally seeks discretionary trading authority while conducting at least quarterly account reviews. Strategies include long‑term trading and options strategies (including covered and uncovered positions), implemented with asset allocation, security selection and ongoing portfolio monitoring tailored to client goals and risk tolerance. Distinctive features disclosed in the brochure include a reportable criminal or civil action (the ADV references an adviserinfo filing with an open date of 12/12/2022) and a principal’s role as an independent licensed insurance agent who may offer commissionable insurance products, a relationship the firm notes could present a conflict of interest. The firm also serves as a subadviser to other advisers and combines that outsourced management role with active options trading and a small advisory team, a service mix that differs from many peers.

To learn more about the advisors currently working at Coherent Financial Advisers, 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.