Cordis Financial, Inc. is a U.S. Securities and Exchange Commission (SEC) registered investment adviser focused on providing comprehensive and conflict-free financial guidance. As a "fee-only" firm, their revenue comes directly from clients, not from commissions on selling financial products. Their core services include personalized financial planning, retirement planning, and discretionary investment management, with a stated mission to help clients live their most fulfilling lives through sound financial stewardship.

Founded in

Canada