• Cofield Advisors

    Financial Planning for Millennials

  • About Us

    About the firm

    Cofield Advisors is a financial advisory practice geared toward Millennials that takes a holistic approach to financial planning and advising. We offer a comprehensive set of Financial Planning services, included but not limited to: Financial Planning, Retirement Planning, Student Loan Repayment, Investment advice, Debt Management, and many more. Cofield Advisors has a mission to bring financial planning and financial literacy to Millennials at a price they can afford. We want to remove the stereotype that that financial advisory only suits older wealthy individuals and prove that with the right assistance everyone can become financially free! In addition, Cofield Advisors operates on a Fee-Only basis. This means we do not partner with any Mutual Funds or Brokers nor sell any of their products. We ensure to put our clients needs first without any conflicts of interest. There is no better feeling than having peace of mind over your financial situation, let us help you get there!

    Meet the Advisor

    Cortlon Cofield is the Owner & Advisor of Cofield Advisors, LLC. He is a Certified Public Accountant (CPA) and Personal Financial Specialist (PFS) licensed in the state of Illinois with a Masters Degree in Accountancy. Moreover, He is a Personal Financial Planner and trusted Financial Advisor with years of experience. No matter what your needs are, he can help you solve them. Cortlon started "Cofield Advisors" because he felt there was a need for affordable comprehensive financial planning and advisory services. With his dual accounting and finance background he can educate you on all aspects of your finances and be a one stop shop for all of your financial needs. For a full host of services the firm offers, please take a look at the "Financial Services" section.

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