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Partners & Affiliations

Fidelity Investments

Fidelity Investments is our primary custodian partner;  investment accounts under our management will be held at Fidelity when possible.  They  are one of the largest financial services providers.   We appreciate their history and commitment to investors and innovation.   They offer account solutions and servicing support as an extension of our team.

Dimensional Fund Advisors

Dimensional Fund Advisors is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Guided by a strong belief in markets, they work to implement compelling ideas in finance for the benefit of clients. An enduring philosophy, strong client commitment, and a strong connection with the academic community underpin their approach.

Money Quotient

Money Quotient is a 501(c)(3) non-profit organization founded on the belief that a holistic and multi-disciplinary approach to financial education and planning will engage individuals and inspire them to maximize their resources and live purposeful lives.  They develop and maintain Financial Life Planning tools and training for professionals who truly want to make a difference in the lives of their clients.

Financial Planning Association

The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. It is also the largest member organization in the world for CFP® Professionals.
The financial planners at Cordis Financial are actively involved in the Financial Planning Association on a local and national level. We are committed to improving the profession and moving it forward which  will yield greater learning opportunities for us.

Certified Financial Planner™

CFP Board is a non-profit organization acting in the public interest by fostering professional standards in personal financial planning through its setting and enforcement of the education, examination, experience, ethics and other requirements for CFP® certification.