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Bill Cordell
My clients are my partners – when they thrive, I thrive.

The experience of a professional


The insight of a trusted advisor

I believe all investors – from executives planning for retirement to young families saving for education – have one thing in common: the need for professional and personal financial counsel. Because, ultimately, we’re not planning for the next market cycle, we’re planning for the next generation.

The best long-term financial plans reflect not only a solid understanding of strategy and the markets, they are reflections of the people and the goals for which they were designed. So I strive every day to provide the personalized guidance clients like you deserve – matching my knowledge of finance with my insight into your life.

Over more than 20 years of education and experience, I have honed my skills as an advisor – earning the Certified Financial Planner™ professional certification in 1995 – and I have proven myself a trusted advisor to each of my clients.