A complete list of active advisors currently associated with Coriander Financial Group LLC

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

Coriander Financial Group LLC is an independent, state-registered investment adviser founded in 2024 that provides wealth management, portfolio management, financial planning, and tax strategy services to individuals, high-net-worth individuals, and trusts. The firm offers ongoing discretionary portfolio management as well as stand-alone financial planning and hourly consulting engagements. The firm typically constructs customized, long-term portfolios using a mix of passive index ETFs for accumulation-stage clients and actively managed individual stocks and bonds (individual bonds are generally intended to be held to maturity), applying fundamental analysis, Modern Portfolio Theory, and periodic rebalancing. Accounts are managed on a discretionary basis, with custodial relationships (e.g., Charles Schwab, TIAA, Fidelity) and regular monitoring that includes quarterly reports and at least annual reviews. Noteworthy features include its solo-practitioner model managing approximately $63 million for 44 clients and a stated $1,000,000 account minimum (subject to waiver in certain circumstances), alongside an integrated tax-strategy practice that covers Roth conversions, RMDs, tax-loss harvesting, donor-advised funds, qualified charitable distributions, and other tax planning topics. The firm’s sole owner holds CFP®, CPA, and CDFA® credentials, which corresponds with an uncommon emphasis on tax and divorce-related financial planning within a small, boutique advisory setup.

To learn more about the advisors currently working at Coriander Financial Group 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
Charlie Cook	Ann Arbor, MI	12
Breann Mulligan	Ann Arbor, MI	0

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