Founded in 1992 by Andy Cohn, Cohn Financial Group is a Phoenix-based financial advisory firm dedicated to serving high-net-worth individuals, families, and closely held businesses. The firm operates with a collaborative, client-centric approach, focusing on creating comprehensive and integrated strategies for wealth preservation and transfer, business succession planning, estate planning, and executive benefits. They emphasize long-term relationships and tailor their insurance and investment solutions to meet the unique and complex needs of their clientele.

Founded in

United States