Lifelong financial navigation

Cojo Bay Advisors is a registered investment advisor that provides purely independent financial planning for people who are making the transition from spending more than they make to saving for the future.

Cojo Bay’s main focus is providing independent wealth management with a particular emphasis on asset allocation, fund or manager selection, and portfolio monitoring and adjusting. Below is a simple list of our services. Give us a call to discuss your needs and goals.

Investment Advice

• Asset Allocation
• Manager Selection

Savings and Retirement Planning

• 529 Plans
• Roth vs. Traditional IRAs
• Qualified Retirement Plans

Full Service Financial Planning

• Insurance Analysis
• Debt Programs
• Savings Plans
• Budgeting
• Meeting with Other Professionals – CPA, Attorney, Insurance Provider