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

While no investor who’s long the market enjoys a correction, negotiated properly, it can be turned to an advantage. At Coherent, we focus on proactively mitigating downside risks by actively managing our stock market exposure.
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Investors are often apprehensive about how changing interest rates will affect their investments. Record low bond yields look poised to break out of a 6-year range. Will rising rates squash stocks? Burst bonds?
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Earnings in 2017 have been spectacular. Estimates for 2018 have risen to a millennium record, and so have market valuations. But high margins levels caution for more reasonable expectations. The recent correction may just be an omen.
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