Wealth advice for inspired living

What if you lived your most inspired life … and woke up each day feeling clear on where you’re headed?

We’re ready to help you pursue your fullest life. For more than five decades, we’ve connected with clients on a deep level to provide custom-tailored, comprehensive wealth management.

High Angle View Of Spiral Staircase
High Angle View Of Spiral Staircase
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Low angle view of a clock

We’re a group of experienced professionals with a true passion for excellence – cultivating a high standard of personal financial care.

“Making intelligent decisions when future events are uncertain is what we aspire to do on your behalf every day.”
Cohen Financial Management

A team committed to financial well-being

Breathe life into your vision of the future with the support of a trusted guide. Our team will coordinate with you and your other professional advisors as we design strategies that balance investment, insurance, estate and tax planning decisions, supporting multigenerational success.

Get to know us
Benjamin Cohen
Benjamin Cohen, CFP®
Director, Advisor Select Managing Director
Senior Vice President, Investments
Michael Cohen
Michael Cohen, MBA, WMS™
Managing Director Senior Vice President, Investments
James Appel
James Appel, CFP®
Associate Vice President, Investments
John Postel
John Postel, AAMS™
Financial Advisor
Erika Wolek
Erika Wolek, CFP®
Senior Financial Planning Consultant
Camille Johnson
Camille Johnson
Senior Registered Client Service Associate
Molly Dierks
Molly Dierks
Practice Business Manager
Matt Tienda
Matt Tienda
Senior Client Service Associate
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Ballard Brown
Branch Operations Specialist
John Crain Headshot
John Crain
Senior Associate
Chicago Cultural Center Ceiling

Down-to-earth approach

With each conversation, we’ll gather defining details to inform your holistic wealth plan.

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Buckingham Fountain

Dynamic portfolios

We deliver high-net-worth capabilities while maneuvering the evolving nature of the markets.

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USA, Illinois, Chicago, Man exercising in Lincoln Park

Empowering resources

We’re here to expand your horizons with ideas and insight for an inspired way of living.

Engage

Get inspired

Cohen Financial Management of Raymond James

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.