Cohen Investment Advisors are the trusted financial advisors for strategic and generational investors.

A twenty-year track record of successful money management speaks to the firm’s effectiveness at serving investors with strategic and long term goals. Focusing on the next twenty years and beyond, Daniel Cohen endeavors to help families and individuals prepare financially for a better future.

The Cohen Investment Advisors client experience is distinct from that of other financial advisors. The level of thinking and thoroughness in dealing with sometimes complex family and business matters brings more value and peace of mind to the firm’s clients.

Acute and attuned listening skills are combined with a deep understanding of the markets to provide Cohen Investment Advisors’ clients a range of strategic investing opportunities.

Daniel Cohen of Cohen Investments

Daniel Cohen, CFP®
CEO, Chief Investment Officer


Areas of specialization include:

  • Comprehensive Family and Individual Financial Planning
  • Savings, Growth, Income and Retirement Plans
  • Goal-oriented Investments