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

17/10/2015

Introducing Cora Capital Advisors, LLC

After months of planning, strategizing and thoughtful execution, we are proud to introduce Cora Capital Advisors, LLC, an industry-leading independent financial planning firm. This merger brings together the best of two premier financial services firms: Copper Beech Financial Group and Baratz Financial Services…
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11/10/2017

Did the Equifax Data Breach Affect You?

According to Seena Gressin, attorney for the Federal Trade Commission, “If you have a credit report, there’s a good chance that you’re one of the 143 million American consumers whose sensitive personal information was exposed in a data breach at Equifax, one of the nation’s three major credit reporting agencies…
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