Our Credo

Five client-oriented principles comprise "The Cogent Way". Every Cogent advisor must adhere to them in order to remain with the firm. These principles allow our clients to feel confident they are receiving bonafide advice, not sales presentations, from an expert in both investments and financial planning

No. 1
No Commissions
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No. 2
No Proprietary Investments or Research
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No. 3
Reject Sales Culture
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No. 4
Adhere to Code of Ethics
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No. 5
Expertise in Both Investments & Planning
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©2020 by Cogent Independent Advisors, Inc.. Financial Planning and Investment Advisory Services provided by Cogent Independent Advisors, a Registered Investment Advisor. Nothing on this website constitutes a solicitation to buy or sell any security.  Cogent can only do business with clients domiciled in states where authorized or exempt from authorization. Cogent Independent Advisors is not a licensed insurance agency.