Cordis Financial is an independent, fee-only financial planning and investment management firm based in Minneapolis, Minnesota. Operating as a fiduciary, the company is legally obligated to act in its clients' best interests. They specialize in providing personalized financial strategies for successful professionals, business owners, and families, aiming to align their finances with their life goals. Their services encompass a wide range of financial aspects, including retirement planning, investment management, tax strategy, insurance analysis, and estate planning.

Founded in

United States