Your financial life is more than a portfolio. It’s your family, your career, your business, your future, and the legacy you hope to leave behind. We create personalized financial plans that bring every piece together, helping you make informed decisions with clarity and confidence.
At Cohen Investment Advisors, financial planning is led by founder and CEO Daniel Cohen, CFP®, together with James Perry, CFP®. Together, they bring a depth of experience helping individuals, families, and business owners navigate complex financial decisions through thoughtful, comprehensive planning.
Every recommendation is grounded in a disciplined planning process designed to align with your long-term goals and best interests. As CFP® professionals and fiduciaries, Daniel and James are committed to providing objective, personalized advice that puts your interests first.
Cohen Investment Advisors provides personalized financial planning and wealth strategies designed to bring clarity and direction to complex financial decisions. Whether you’re preparing for retirement, building wealth, planning for your family, or navigating a business transition, we coordinate the pieces of your financial life around what matters most.
Our clients include successful professionals, business owners, retirees, and multigenerational families who value personalized advice, disciplined wealth management, and a long-term relationship with their advisor. Our goal is to give you the clarity and structure to make confident decisions today while planning for the future.
Our advice is delivered through a clear, comprehensive action plan tailored to your goals, priorities, and evolving needs. We seek to translate complexity into practical guidance.
We help clients navigate key financial decisions such as:
Our focus is always on helping you make confident decisions that support strong long-term outcomes.
Your financial plan is not separate from your investments. It directly informs and supports your investment strategy.
This alignment is intended to help every part of your financial life move forward with purpose, discipline, and coordination.
Cohen Investment Advisors provides integrated financial planning services for individuals, families, and business owners at every stage of life.
Retirement & Cash Flow Planning
Tax & Estate Planning
Business Owner & Executive Planning
Real Estate Planning
We review real estate holdings as part of your overall wealth picture, ensuring alignment with your broader financial objectives.
Insurance & Risk Management
Education Planning
Cohen Investment Advisors was founded by Daniel Cohen, CFP®, with a commitment to helping clients make informed financial decisions through thoughtful planning and personalized advice. Today, Daniel and James Perry, CFP® work closely with individuals, families, and business owners to provide coordinated financial planning, disciplined investment management, and fiduciary guidance. We believe the strongest client relationships are built on trust, communication, and a long-term commitment to helping clients achieve their goals.
We primarily work with successful professionals, business owners, executives, retirees, and families who are looking for a long-term financial partner. Many of our clients have accumulated significant assets or are navigating complex financial decisions and value personalized advice that evolves with their lives. We also have the privilege of working with multiple generations of the same family, helping parents, adult children, and grandchildren plan confidently for the future.
Yes. We believe the best financial decisions are made when your advisors work together. When appropriate, we collaborate with your CPA, estate planning attorney, insurance professional, and other trusted advisors to help ensure your financial, tax, and estate strategies are aligned and working toward the same goals.
No. While many of our clients enjoy meeting with us in our Bedford, New Hampshire, or Amesbury, Massachusetts offices, we also work with individuals and families throughout the United States using secure virtual meetings and technology. Whether we meet in person or remotely, you’ll receive the same personalized service and ongoing guidance.
Your first meeting is an opportunity for us to learn about you—not to sell you a product or service. We’ll discuss your financial goals, priorities, current circumstances, and any questions or concerns you may have. We’ll also explain our planning process, answer your questions, and determine whether we’re the right fit for one another before discussing next steps.
Whether you’re planning for retirement, growing your wealth, preparing to sell a business, or simply looking for greater confidence in your financial future, we’d welcome the opportunity to learn more about your goals. Every relationship begins with a conversation.