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What's So Great About Having a Cogent Conversation®?

As a successful professional, you want to relish life today, while preparing your family for a safe and satisfying tomorrow. You've got an abundance of ideas about your wealth, but it would really help to have a Cogent Conversation®, mindful and targeted, on how to advance your many aspirations into confident action.

That's where your Cogent Conversation® begins. As fellow professionals, we'll take the time to listen – really listen – to what you've got in mind. We'll offer our fresh, informed outlook to advise you on how to confidently convert your stellar earnings into durable wealth. Should you engage us as your Personal CFO, we'll partner with you to implement your plans to Free Your Wealth for Something More.®

We look forward to hearing from you! Click here to have a Cogent Conversation® of your own.


We are a proud, independent member of The BAM ALLIANCE, a community of advisors and investors who are committed to taking control of their financial futures and their life’s goals. Meet Michael, The Cogent Advisor.

Cogent Commentary

  • A Cogent Way To View Market Volatility

    Is the market’s heightened volatility a harbinger of calamities to come, or is it more like a financial fire drill, to test your reactions to real-time market risk? Regardless of what the future holds and even if you’ve remained confidently[…]

  • Testing Your Mettle: Headlines, Market Swings and Your Financial Plan

    Marketing Director Meredith Boggess moderates a proactive discussion and Q&A with Larry Swedroe, director of research and Jared Kizer, chief investment officer. Using the current market swing to inspire a broader discussion, Larry and Jared provide perspective for those tuned[…]

  • To Win at Wealth, Minimize the Mistakes

    In the balmy days of summer, it’s hard for investors and advisers alike to keep our minds from wandering to pursuits less taxing. The greens of a golf course come to mind, for example. Fortunately, you can have your golf[…]





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