A complete list of active advisors currently associated with Cole Investment Advisors, Inc.

Warmer can help you find a great advisor at Cole Investment Advisors, Inc. or one who fits your needs even better.

Cole Investment Advisors is a fee-only, independent registered investment adviser that serves individuals, high‑net‑worth individuals, trusts, estates and charitable organizations. The single‑advisor firm manages roughly $3.86 million across fewer than a dozen discretionary accounts and provides ongoing investment management, one‑time or ad hoc consultations, and portfolio reporting services. The firm constructs individualized portfolios using fundamental analysis and a mix of long‑ and short‑term strategies, with implementation and ongoing monitoring tied to client‑provided objectives, risk tolerance and periodic reviews. In addition to managing client assets, the adviser offers portfolio reports that can include accounts not managed by the firm and provides complimentary consultations to certain clients of an affiliated accounting practice under specific conditions. Distinctive features include a close operational relationship with a separate certified public accounting practice—the firm’s principal maintains an active CPA role and related accounting engagements that, according to the brochure, can account for a substantial portion of professional time (at times cited as up to 90% during certain periods). The adviser also emphasizes professional credentials (CPA, CFP, CGMA and advanced business education) and a long operating history since 1999, which may shape service availability and the blend of investment and tax/accounting advice compared with larger firms.

To learn more about the advisors currently working at Cole Investment Advisors, Inc., 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.