Who We Serve

Preserve. Protect. Plan for success.

Comprising CERTIFIED FINANCIAL PLANNER™ certificants, CPAs and Personal Financial Specialists, Cora Capital Advisors is an ensemble firm with a proven experience across multiple disciplines. Working collaboratively with our clients, our proactive, strategic and disciplined investment process unites financial planning, tax strategies and investment management.

  • Individuals and Their Families

    Whether your priorities include accumulating, preserving or transitioning your wealth, we can act as your personal financial advisor to help you achieve your specific financial goals.

  • Business Owners

    We offer comprehensive solutions to help you achieve your personal and business financial goals, with expert practical advice on the issues most important to you – from wealth management and investment management to employee benefits planning and risk management.

  • Corporate Executives

    As a successful professional, you have many demands on your time – and little time to manage your personal finances. By working with you to understand your specific situation and goals, we can help you to preserve and grow your wealth so that you can focus on those things that are most important to you.

  • Women

    Cora Capital Advisors understands the unique personal financial planning and business planning needs of women. By taking the time to a build trusting relationship with you, along with our comprehensive understanding of financial goals and objectives, we are able to help you confidently make important decisions about your financial well-being.