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Let's dramatically simplify your complex financial life.

As a successful professional, you want to relish life today while preparing for a safe and satisfying tomorrow. You have an abundance of ideas. We take the time to listen – really listen – to help you achieve all that is possible for you. This is called our Cogent Conversation.

Together, let’s capture your stellar earnings and build durable wealth, connecting what you've worked so hard to accumulate with everything you want to accomplish in your life.

We take into consideration tax efficiency, risk management, legacy goals and more, to help you invest, protect, spend and transfer your personal wealth. Coordinating a team of specialized professionals, we design specific solutions to address challenges and develop a Cogent Course of Action that is unique to you and your goals.

Click here to have a Cogent Conversation of your own.



Our Mission

Our mission at The Cogent Advisor is to partner with successful professionals who are motivated to dramatically simplify their financial lives in this increasingly complex world, so that they may focus on the people they love and the activities that give them joy.

Cogent Commentary

  • Building on Your Financial Dreams With a Personal CFO

    Being a Personal CFO is a distinct skillset like any other, calling for leadership, relationship management and other specialized experiences. It’s also a lot of hard work. Not only are most busy professionals a little too close to the subject[…]

  • Investment Lesson #1 from 2016: You Never Can Tell

    If there’s one lesson 2016 has taught us – yet again, but with an exclamation point at the end – it’s that you never can tell. You can’t tell whether elections are going to turn out as expected. You can’t[…]

  • Gratitude & Giving

    Gratitude & giving. Even though we tend to talk them up the most toward year-end, there are all kinds of reasons we really should incorporate them into our lives year-round, in every season. Daily Gratitude for the Body and Soul[…]





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Contact Info

233 South Wacker Drive, 84th Floor
Chicago, IL 60606

P: 312.382.8388
F: 312.268.7210

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