Financial Planning Concepts, 1906 Wilmington Rd, Ste 4, New Castle, PA 16105, US

Welcome to Cohort Capital Advisors, LLC, an independent financial services firm serving clients in Western Pennsylvania and select locations throughout the country. Wall Street brokerages, insurance companies, accountants, banks and online discount brokers are all vying for your business. But what type of firm should you trust? Cohort Capital Advisors, we designed our business model in your best interest. Many of our attributes below may be contrary to your past experience (reactive or non-responsive advisor, restrictive commissions, narrow invesment selection due to favored companies, etc. ). We strive to be different: We are an independent, privately owned firm, with every intention of staying that way for many years to come. We embrace the fiduciary model of putting the client's interests first, providing full disclosure of all important facts, including fees/compensation, avoiding conflicts of interest, and acting with skill, care, diligence and good judgment. We are proud to associate with Mid Atlantic Capital Corporation, a registered broker dealer and Mid Atlantic Financial Management, Inc, a registered investment adviser. The Mid Atlantic companies provide a broad array of financial products and support services to a very select group of financial service organizations like Cohort. You receive personal attention from the same professional dedicated to a meaningful long-term relationship. We would greatly appreciate an opportunity to further demonstrate our talents and services. Please contact us using the information to the right.

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