Cordis Financial has grown and changed over the years while always remaining focused on serving clients. Paul Leighton started his career with North Star Resource Group in 1983. His practice was built on asset management to help clients keep their financial goals on track. Paul’s approach to providing financial guidance shifted in 2005 when he was introduced to Financial Life Planning. He embraced the concept of combining core values and financial management and began to incorporate these philosophies into his business. The new approach brought greater fulfillment to both Paul and his clients.
Ingrid Strauss joined the team as a planner in 2010. Ingrid’s affinity for Financial Life Planning made her a great fit for the team and enabled them to impact the financial lives of even more clients. With a specialized approach to financial planning and working with clients as a team, it was time to consider a brand that more closely aligned with how they serve their clients. After an extensive discovery process, Cordis Financial was launched. A new brand identity and website were created in 2015 and a tagline was introduced - Planning with Purpose. This was built on the belief that financial planning should be a process of aligning one’s financial decisions with their most important values.
Cordis Financial not only embraces this concept in the work they do with clients, but also in the development of the firm; ensuring that business decisions flow from core values. In June of 2018, Cordis Financial began operating as a Fee-only, Independent Registered Investment Advisory firm. This business model change was another opportunity to more closely align the firm with its core values and support the desire to provide clients with the best possible experience.