Where decades of experience meet the power of independence.

At Cora Capital Advisors, we offer expert insight into the most current and successful trends in financial planning, specifically designed to meet the needs of each client, with the goal of maximizing growth of your investments.

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Personal Financial Planning

We uniquely combine the depth of experience of an institutional investment organization with the independence and entrepreneurial spirit of a boutique firm to deliver the best possible solutions.

Asset Management

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Retirement Planning

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Estate Planning

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Risk Management

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Tax Planning

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Executive 
Compensation

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Educators

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Business Solutions

We help business owners achieve both their own personal financial goals, as well as the goals of the business and the employees

Employee Benefits

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Business Owner Planning

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What’s my risk number?

Use our risk calculator to capture your risk tolerance and see if your portfolio fits you.
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News & Press

17/3/2020

Market Update in the Wake of Coronavirus

We understand the need to communicate with our clients during a volatile time…With despair comes opportunity. Markets have fallen significantly since the arrival of COVID-19. And yet, this black swan event exemplifies our use of asset allocation as a means of mitigating risk for our clients…

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6/6/2018

Global X Proxy Info

As concerned and proactive advisors, we felt it imperative to reach out regarding a recent communication from Global X Funds. Seeking to provide access to high-quality and cost-efficient investment solutions, Global X is a New York-based sponsor of exchange-traded funds (ETFs). Global X is recognized as a leader in developing intelligent investment solutions for our clients…
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