Clarity for Your Wealth.
Confidence for Your Life.

Independent, fee-based fiduciary advisors helping successful individuals and families build and preserve wealth through comprehensive planning and disciplined investing. We guide you through life’s most important financial decisions with confidence while creating a lasting legacy for future generations.

Independent Registered Investment Advisor (RIA)

Fiduciary Standard of Care

Led by CFP^® Professionals

30+ Years of Wealth Management Experience

Serving NH, MA & Clients Nationwide

What to Expect as a Cohen Client

A Financial Partner for Life

A long-term relationship built on trust, with personalized guidance that evolves alongside your life, goals, and priorities.

Tax-Efficient Investing

A clear, disciplined investment approach aligned with your financial plan, designed to provide transparency, tax efficiency, and thoughtful risk management.

Guidance Through Change

Whether you’re preparing for retirement, navigating a business transition, or planning for future generations, we help you make confident financial decisions through every stage of life.

Wealth Management Built Around You

Financial Planning

Personalized financial planning led by CFP^® professionals to help you navigate retirement, cash flow, taxes, estate planning, charitable giving, education funding, and other important financial decisions with confidence.

Explore Financial Planning

Investment Management

Disciplined investment management built around your financial plan, using tax-efficient portfolios, active risk management, and a long-term focus on what we believe are companies that exhibit durable quality characteristics, such as strong balance sheets, consistent cash flow generation, and attractive returns on invested capital.

Our Investment Approach

Real Estate Strategy

Professionally managed private real estate investments designed to provide tax-efficient diversification and access to institutional-quality opportunities without the responsibilities of direct property ownership.

Explore Real Estate Investing

Who We Work With

Dual-Income Couples

As your career and family grow, so do your financial opportunities and responsibilities. We help you build a clear financial plan that evolves with your life and long-term goals.

Disciplined Savers focused on Long-Term Security

You’ve built wealth through consistent saving and thoughtful financial habits. We help you make the most of what you’ve accumulated and often show clients they’re even better prepared than they realize.

Families Building a Lasting Legacy

Preserving wealth often requires thoughtful coordination. We help align your investment, tax, estate, and charitable planning to protect what you’ve built and prepare future generations.

Professionals Navigating Career Transitions

Whether you’re changing jobs, receiving equity compensation, relocating, or preparing for retirement, we help simplify financial decisions and position you to move forward with confidence. For clients relocating, we also provide guidance on state-specific tax planning and other financial considerations.

Business Owners & Executives

We help align your personal wealth with your business goals, from executive compensation and liquidity events to succession planning and long-term financial strategies.

How We Begin

As your career and family grow, so do your financial opportunities and responsibilities. We help you build a clear financial plan that evolves with your life and long-term goals.

1. Discover

We get to know you: your goals, values, financial picture, and the questions you want answered.

2. Plan

Together, we develop a personalized financial plan and investment strategy designed to support your goals today and into the future.

3. Partner

As your life changes, we continue to refine your strategy, helping you navigate new opportunities, important decisions, and life’s transitions with confidence.

Built on Experience. Focused on Relationships.

Founded by Daniel Cohen, CFP^®, Cohen Investment Advisors was built on the belief that successful financial planning begins with understanding each client’s goals, values, and vision for the future—not just their investment portfolio. Daniel has been recognized on the Forbes Best-In-State Wealth Advisors list in 2024, 2025, and 2026. Today, Daniel works alongside James Perry, CFP^®, providing individuals, families, and business owners with personalized financial planning, disciplined investment management, and fiduciary advice. Together, they serve clients throughout New England and across the country, building long-term relationships that span generations.