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Planning with Purpose

Cordis is Latin for of the heart, which is defined as the central or most important part. 

At Cordis Financial, we guide you in aligning your most important values - those of your heart - with your financial decisions.

The Cordis Financial Team is currently working remotely.

While our physical office is closed at this time, our team is available and committed to client service. 

You can find COVID-19 information on our client links page.

How we help