Cohn Financial Group

Our Vision

Cohn Financial Group, LLC empowers clients to achieve financial clarity and security through personalized wealth management solutions. We believe in providing transparent, accessible guidance to help clients realize their financial goals and navigate complex financial planning issues.

Who We Are

Founded over 25 years ago, Cohn Financial Group comprises a team of experienced professionals with diverse backgrounds in finance, law, and insurance. We leverage our collective expertise to deliver tailored solutions for high net worth individuals, families, businesses, and highly compensated professionals.

Our Team

Our team comprises seasoned professionals with extensive experience in various fields, including:

• Financial Planners: Skilled in crafting comprehensive financial plans that align with individual goals and circumstances.
• Actuaries: Provide technical expertise in risk management and benefit design.
• Compliance and Estate Planning Attorneys: Ensure legal compliance and efficient estate planning strategies.

Our Expertise

Cohn Financial Group offers a comprehensive suite of services covering:

Private Client Services

• Personalized financial plans for affluent individuals and families
• Wealth management and portfolio optimization
• Tax planning and mitigation strategies
• Family office services

Private Placement

• Access to alternative investments and private placements
• Expertise in structured products and complex transactions

Investing

• Comprehensive investment strategies tailored to individual goals and risk tolerance
• Direct access to leading investment opportunities

Executive Benefits & Corporate Solutions

• Consulting on executive compensation structures
• Design and implementation of employee benefit plans
• Retirement planning and succession strategies

Our Approach

We prioritize:

• Transparency: Open communication and clear explanations throughout the process.
• Client-centered solutions: Focusing on your needs and goals first.
• Collaboration: Working with clients to achieve shared success.

Our Clients

We partner with:

• High net worth individuals and families
• UHNW individuals and families
• Family offices
• Businesses and key executives
• Highly compensated professionals