Financial Freedom Couple

Financial Planning

Customized & actionable financial plans tailored to meet your unique financial goals.

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Financial Planning

Investment Management

From full discretionary to non-discretionary investment portfolio management services.

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Benefits Guidance

Guidance for your Employer Benefits including 401k/403b, stock options, RSUs, ESPP, NQDC.

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Why Coherent?

Co-her-ent: (adjective)
aesthetically ordered, logically connected, harmonious, integrated, consistent, reasoned, rational, as in “a coherent plan for action.”

  • having a natural agreement of the parts
  • related in an organized and reasonable way
  • having clarity, intelligibility, understandability

Why Coherent?…Because it defines us!

Welcome to COHERENT FINANCIAL ADVISERS

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.

CONTACT US FOR A COMPLIMENTARY CALL

We look forward to discussing your unique financial goals and personal values!

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COHERENT INSIGHTS

Star Trek’s Ferengi are a species whose culture is entirely based on commerce. Business is pleasure and money is everything. So how would a Ferengi invest in Earth’s stock market? What would their Blue Planet Portfolio look like?
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We’ve heard that we should rebalance our portfolios. It’s good for us. Kind of like fiber. But why? How? And how often? Here are three popular methods that compliment most investors’ needs.
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Stock market’s character has fundamentally shifted. Gains last year came almost entirely from earnings, and at the lowest volatility in three decades. Earnings growth is at a seven-year high. But future growth depends on margins already at nose-bleed levels.
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