Client Centered

Coda Financial Group is a local, independent financial services firm of Wealth Advisors dedicated to understanding your individual needs.

You will work hand-in-hand with your personal Wealth Advisor to identify and develop your specific goals and objectives through a customized financial planning process.

We then focus on your goals and work with all areas of your financial life, including:

• Diversified Investment Strategies
• Tax-Advantaged Investment Strategies
• Risk Management & Insurance
• Estate & Legacy Planning
• Income & Expense Management

We work with you, providing easy-to-understand recommendations and help you implement the strategy every step of the way.

Your personal Wealth Advisor is assisted by an experienced client services team.  You will enjoy the confidence that comes from knowing that you are working with a team of professionals who are committed to your financial success.