At Coherent, we take pride in the care and expertise we deliver to your financial life. We provide comprehensive financial planning, investment management, and employer benefits planning guidance. Coherent Financial Advisers was created from inception with this solemn purpose – to take care of people’s comprehensive financial needs without external impediments.

Coherent is an independent Registered Investment Adviser (RIA) founded by a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Analyst charter holder. As equity partners in Coherent we answer only to you. We adhere to the higher “fiduciary” standard, aligning our interests solely with those of our clients whom we feel privileged to serve.

Coherent endeavors to maintain an ethical and efficient environment where qualified advisers are empowered to do what’s best for the client, and to benefit the community in general.

Enjoy insights provided by our staff. Study our individual biographies.