CogentBlue Wealth Advisors is an independent, fee-only Registered Investment Advisor (RIA) that operates under a fiduciary standard, legally obligated to act in their clients' best interests. The firm offers holistic wealth management services, including personalized financial planning, investment management, retirement planning, and coordination with tax and estate planning professionals. Their mission is to provide clarity and confidence to clients through a disciplined and evidence-based approach to managing their financial lives.

Founded in

United States