As independent fiduciary advisors, we build lasting relationships through objective advice, thoughtful planning, and an unwavering commitment to our clients’ best interests.
Founded by Daniel Cohen, CFP®, Cohen Investment Advisors was built on the belief that good financial advice begins with understanding the person behind the portfolio. Today, Daniel works alongside James Perry, CFP®, carrying that philosophy forward through personalized financial planning and disciplined investment management.
Based in Bedford, New Hampshire, with an office in Amesbury, Massachusetts, Cohen serves individuals, families, business owners, and executives throughout New England, across the U.S., and abroad. As an independent Registered Investment Advisor (RIA) and fiduciary, we are committed to putting our clients’ interests first. We bring financial planning and investment management together to provide coordinated advice tailored to each client’s goals, circumstances, and long-term financial life.
Our philosophy is simple: wealth is not just about what you accumulate. It’s about the opportunities it creates, the life it supports, and the legacy you leave behind.
Client-Centered Partnership
We build lasting relationships grounded in trust. As fiduciaries, we listen carefully, prioritize your best interests, and provide thoughtful guidance through every stage of life.
Thoughtful Stewardship
We approach wealth with care and responsibility. Our disciplined, tax-aware strategies are designed to help preserve assets and support long-term growth objectives and financial goals.
Clarity Through Coordination
We believe better decisions come from a clear, integrated approach. By aligning financial planning, investment management, tax strategies, and estate planning, we help simplify complexity and create a more cohesive financial picture.
Long-Term Perspective
We prioritize enduring outcomes over short-term market noise. Our advice is grounded in patience, discipline, and a deep understanding of how wealth evolves across market cycles and life stages.
Generational Commitment
Many of our client relationships span multiple generations. We help families preserve wealth, prepare future generations, and create lasting legacies through thoughtful planning.
Community Commitment
We believe strong communities create stronger futures. Through active involvement and service, we proudly support the communities where our clients live and work.
Financial decisions become more complex as life evolves. Whether you are building wealth, navigating a transition, or planning for future generations, having a trusted advisor who understands your goals and priorities can make all the difference.
At Cohen Investment Advisors, we take a long-term approach built on personal relationships, thoughtful planning, and ongoing guidance. We work alongside our clients through life’s important decisions, helping bring clarity and confidence to their financial future.
Cohen Investment Advisors generally works with clients who have $500,000 or more in investable assets and are seeking comprehensive financial planning, disciplined investment management, and ongoing fiduciary advice.
Because every financial situation is different, we welcome the opportunity to learn more about your goals and determine whether our approach is a good fit.
Our clients include individuals, families, executives and business owners across a variety of life stages and financial situations. We work with those building wealth, disciplined savers planning for long-term security including their retirement, families focused on preserving and transferring wealth. We also work with individuals navigating career transitions, and executives and business owners managing complex personal and business financial decisions.
While each client’s circumstances are unique, they share a common desire for thoughtful advice, coordinated planning, and a long-term relationship with a trusted fiduciary advisor.
As an independent Registered Investment Advisor (RIA) and fiduciary, Cohen Investment Advisors provides objective, client-first advice focused on your long-term goals. We combine comprehensive financial planning and disciplined tax-aware investment management into a coordinated approach designed to help individuals, families, and business owners make confident financial decisions.
Our goal is not simply to manage investments, but to serve as a trusted financial partner—providing thoughtful guidance as your life, priorities, and financial needs evolve.
Cohen Investment Advisors is headquartered in Bedford, New Hampshire, with an office in Amesbury, Massachusetts serving clients throughout New Hampshire and Massachusetts. We work with individuals, families, and business owners throughout New England, across the United States, and with clients living abroad.
While our roots are in New England, our relationship-based approach allows us to serve clients wherever they are located through a combination of in-person and virtual meetings.
Becoming a client begins with a conversation. We take the time to understand your goals, priorities, financial situation, and what matters most to you before making recommendations.
From there, we develop a coordinated financial plan and investment strategy designed around your needs. As your trusted financial partner, we provide ongoing guidance, helping you navigate important decisions and adjust your strategy as your life evolves.