A complete list of active advisors currently associated with Cora Capital Advisors

Warmer can help you find a great advisor at Cora Capital Advisors or one who fits your needs even better.

Cora Capital Advisors works with individuals, high-net-worth clients, trusts, estates, retirement plans and businesses to provide discretionary portfolio management, financial planning, and plan-level retirement advisory services. The firm offers wealth management and standalone planning engagements and implements client strategies through custody relationships with national custodians and, when appropriate, third‑party independent managers. The firm’s investment process is primarily long‑term and fundamentals‑driven, emphasizing diversified, low‑cost mutual funds and ETFs alongside bonds, select legacy positions, and occasional shorter‑term trades for rebalancing or tax reasons. CCA conducts internal due diligence on investments, may use cash or hedging strategies as needed, and provides ongoing monitoring and annual reviews to align portfolios with client objectives and risk tolerances. What sets CCA apart from many peers is its close operational link to accounting professionals: multiple advisory personnel are also partners at an affiliated accounting firm (Baratz & Associates, P.A.) and several hold CPA/PFS credentials, which the firm discloses as part of its referral and service model. The firm also maintains related insurance and referral entities and has advisors with broker‑dealer registrations; these affiliations and dual roles are disclosed in the brochure and noted as potential conflicts that the firm manages through policies and client disclosure.

To learn more about the advisors currently working at Cora Capital Advisors, 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.