The Cohen Group
At The Cohen Group, we believe financial planning should create clarity and confidence while giving you the most important resource: time.
As a husband-and-wife advisory team, we help business owners, professionals, and families organize, optimize, and simplify their financial lives. While investment management is an important part of what we do, our clients often tell us that the greatest value comes from helping them make thoughtful decisions across their entire financial picture.
Some clients even jokingly refer to us as their "financial therapists."
We believe that financial success is measured by having the time for the people, places, and experiences that matter most.
For us, that means being present with our son Asher, spending time with our miniature poodle Fonzi, prioritizing our health, staying active, and creating meaningful experiences with family and friends. One of our favorite accomplishments was spending nine months training to hike from the rim of the Grand Canyon to the Colorado River and back in a single day. The experience reinforced many of the same principles we apply in financial planning: preparation, discipline, resilience, and keeping sight of the ultimate goal.
Our mission is to help our clients do the same. We strive to handle the financial organization, efficiency, and optimization behind the scenes so they can focus on the people, experiences, businesses, and passions that matter most.
Jessica grew up in the financial advisory business and has dedicated her career to improving how wealth management is delivered. The team's focus on operations, organization, and efficiency helps clients streamline their financial lives while benefiting from a disciplined planning process and a modern approach to investing.
Whether you're growing a business, preparing for retirement, navigating a major life transition, or simply seeking a more organized and intentional financial life, we'd welcome the opportunity to connect.
Who do we help?
• Business owners and entrepreneurs
• Construction and trade professionals
• Corporate executives and professionals
• Growing families
• Multigenerational families
• Individuals approaching retirement
• Clients seeking to simplify and organize their financial lives
We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you.
Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations?
It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come.
With access to the investment insights of Merrill and banking solutions from Bank of America, we will work with you to develop an approach designed to help address your financial needs.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
