Cofield Advisors
Cofield Advisors
About Us
About the firm
Cofield Advisors is a financial planning practice geared toward Millennials that takes a holistic approach to financial planning and advising. For decades, financial planning has only been offered to old wealthy individuals in the corporate world. At Cofield Advisors we say no more! We have a mission to bring financial planning and financial literacy to Millennials at a price they can afford. We understand that Millennials want to work with someone that they can relate to and who understands them without judgement. 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 noticed his peers struggling with their finances and knew they weren't alone. 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.
