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Fiduciary Financial Advisors in Amesbury, MA

110 Haverhill Rd., Suite 502
Amesbury, MA 01913

(978) 689-6373

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Comprehensive Wealth Management in Amesbury, MA

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. Today, James Perry, CFP®, leads Cohen’s Amesbury office helping the firm’s clients navigate life’s most important financial decisions with clarity and confidence.

Cohen Investment Advisors offers financial planning, retirement planning, investment management, and planning for individuals and families, along with business advisory solutions for privately held company owners. We help clients navigate life’s most important financial decisions with confidence while creating a lasting legacy for future generations.

Our Team

Behind every Cohen client relationship is a team committed to providing thoughtful guidance, responsive service, and a high level of personal attention. Together, we bring experience, collaboration, and a shared commitment to helping clients navigate important financial decisions with confidence.

James Perry, CFP®

Financial Advisor

Tiffany Donegan

Operations Manager

Amy Thompson

Client Service Associate

Services Offered in Amesbury, MA

Financial Planning

Our advice is delivered through a clear, comprehensive action plan tailored to your goals, priorities, and evolving needs. Led by Cohen’s CERTIFIED FINANCIAL PLANNING® professionals, we translate complexity into practical guidance. Learn More

Investment Management

As a fiduciary, we provide disciplined portfolio management focused on long-term growth, thoughtful risk management, and tax efficiency.

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Real Estate Strategy

Cohen’s accredited investors have access to a professionally managed real estate investment strategy designed to provide exposure to real estate as part of a broader, diversified wealth approach.

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Why Choose Cohen Investment Advisors in Amesbury, MA

Independent Fiduciary Advice

As an independently owned, fee-only registered investment advisor, we are legally and ethically committed to acting in your best interest. Every recommendation is objective, transparent, and focused on helping you achieve your long-term financial goals.

Financial Planning and Investment Management

We integrate comprehensive financial planning with disciplined, tax-efficient investment management so every investment decision supports your broader financial goals. Our personalized strategies reflect your unique goals, financial circumstances, and long-term objectives.

Financial Partner for Life

Life doesn’t stand still, and neither should your financial plan. We build lasting relationships, providing ongoing guidance through career changes, retirement, business transitions, and planning for future generations.

Frequently Asked Questions

What types of clients do you serve?

Cohen Investment Advisors works with individuals and families at many stages of wealth creation, including:

  • Young professionals and dual-income families seeking guidance on balancing careers, family priorities, education funding, and long-term goals while enjoying life today.
  • Disciplined savers who have built meaningful wealth through steady habits and often discover they are more financially prepared than they realized.
  • Established families with accumulated wealth focused on preserving assets, creating a legacy, and coordinating investment, tax, and estate strategies.
  • Business owners and executives who need a trusted advisor to align personal wealth with business goals, liquidity events, succession planning, and long-term family priorities.

Many client relationships begin with one individual or family and grow over time. As trust deepens, we are often invited to work with parents, adult children, and extended family across generations.

Daniel Cohen and James Perry are CFP® professionals who provide financial planning designed to support clients through every stage of life, including:

  • Retirement & Cash Flow Planning: Strategies for wealth accumulation, retirement readiness, and sustainable tax-efficient income in retirement.
  • Education Planning: College savings and education funding strategies.
  • Tax & Estate Planning: Proactive tax planning, estate coordination, wealth transfer, and multigenerational planning.
  • Charitable Giving: Philanthropic strategies aligned with your values and goals.
  • Real Estate Planning: Review of real estate holdings within your broader wealth strategy.
  • Insurance & Risk Management: Guidance on coverage decisions for life, disability, and long-term care.
  • Business Owner & Executive Planning: Exit planning, liquidity event preparation, equity compensation, and stock option strategies.

As a trusted partner through life’s most important moments, we help provide the clarity and guidance needed to make confident financial decisions.

We don’t have a strict minimum. However, we typically work with individuals and families who have $500,000 or more in investable assets or are on a clear path toward that level.

As a fiduciary financial advisor, we are legally and ethically required to always focus on your best interests. This helps ensure that advice is objective, transparent, and focused on what’s right for you.

We take this responsibility seriously by providing clear communication, full disclosure of any conflicts, and recommendations designed to support your goals and long-term financial well-being.

Cohen Investment Advisors is a fee-based advisory firm. Our compensation is based on a transparent schedule tied to the assets we manage on your behalf, which is fully outlined in our advisory agreement.

At Cohen, you’ll have a dedicated team led by one of our CFP® professionals, providing experienced, fiduciary guidance at every step. Your team includes a client service associate who ensures your day-to-day needs are handled promptly and accurately. Your team works in close coordination so that you always have a highly responsive experience with thoughtful attention at every touchpoint.

We believe communication should be responsive, proactive, and tailored to your needs. Our team is always available when questions arise or important decisions need to be made. You can also expect regular outreach, formal annual reviews, monthly portfolio statements, and periodic newsletters featuring our latest market perspectives and firm updates.

Yes. We frequently collaborate with our clients’ accountants, attorneys, and other trusted advisors to help ensure strategies are aligned and opportunities are fully considered. This coordination is especially valuable during major life events such as retirement, business transitions, estate planning, or executing tax decisions.