CORDIS FINANCIAL

Cordis Financial has grown and changed since our founding in 1983 while always remaining focused on serving clients. With a specialized approach to financial planning and working with clients as a team, the identity of Cordis Financial was launched in 2015 as a representation of how we serve our clients. Our tagline is Planning with Purpose. This is built on the belief that financial planning should be a process of aligning one's financial decisions with their most important values... At Cordis Financial we not only embrace this concept in our work with clients, but also in the development of the firm; ensuring that business decisions flow from our 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 our core values and support the desire to provide clients with the best possible experience... At Cordis Financial, we guide..

Primary location: Minneapolis United States