Cojo Bay Advisors is a purely independent financial planning firm that focuses on people who are making the transition from spending more than they make to saving for the future.
We strive to enrich our clients understanding of the major expenses of life and how to prepare for them. We empower our clients to take control of their financial future.
We are not affiliated with any brokerage firm, insurance company, or bank. Our sole objective is to help our clients determine and then reach their financial goals through prudent investment planning.
The main focus of the firm is providing investment advice with particular focus on asset allocation, fund or manager selection and portfolio monitoring.
In addition, we supply savings plans for clients with aggressive goals and complete financial planning for those clients seeking a higher level of service.