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

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

Cordis Financial works with individuals (including high‑net‑worth clients), pension and profit‑sharing plans, and charitable organizations, providing discretionary portfolio management, financial planning, and pension consulting services that can include participant education. Services are described as tailored to client objectives and include ongoing monitoring and rebalancing of portfolios. The firm manages accounts on a discretionary basis and generally constructs portfolios using mutual funds and exchange‑traded funds, at times implementing model portfolios developed by unaffiliated managers (clients invested in those models may not be able to restrict specific holdings within the model). Cordis directs clients to use qualified custodians (Fidelity and Charles Schwab) and discloses institutional relationships with those custodians that provide research and operational support and may present conflicts of interest. Noteworthy items in the brochure include a recent acquisition of Sullivan Financial Advisors financed via a promissory note, and a principal’s passive investment in a private fund that the firm states is not marketed to clients; the firm discloses these arrangements and says they do not create commitments to invest client assets in specific products. Cordis operates as a single‑office, five‑advisor team managing approximately $360 million for about 270 clients and may combine related household accounts for fee breakpoints, a practice that can affect account structuring.

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