Why Choose Cordant?
Living in a world of greater financial responsibility and more noise also means having to deal with more stress. That’s where we come in. At Cordant Wealth Partners, we’re here to make life easier. We put a team of financial experts on your side to help you achieve financial clarity. We then help grow, guide and manage your wealth. So you can focus on what’s most important to you, and spend your time living your best life.
Corporate Employees
By helping you clearly define your financial objectives we can optimize your company retirement programs and benefits, and help you sort through complex financial decisions like funding college, buying a second home, or assessing a new job offer—all while making sure you’re on track for retirement.
Business Owners
You’ve worked hard to develop your idea and create a successful company. Our team will work hard to build and execute a plan that integrates the goals you have for your business, yourself and your family.
Retirees
With our retirement planning process, you’ll have the confidence to pursue the retirement you dreamed of. And with us by your side balancing the risk and return in your portfolio and mitigating your tax responsibility, we help to reduce the worry along the way.
What We Do
At Cordant, we focus on creating clarity for people to pursue their best life by eliminating financial stress. To do so, our team of experts works closely with you to understand your goals and your values and to design a purposeful financial plan that supports your personal vision of success, at every stage of life.
Getting Better Every Day
by Isaac Presley, CFA
One of our firm's core values is continuous improvement—i.e., getting better every day. This post highlights the massive change that can result from a daily focus on improving and celebrates two members of the Cordant team living out this value and who have accomplished significa...
Rising rates don’t mean you should exit US Bonds
by Scott Malbasa, J.D., CFP®
One of the great advantages of being a long-term investor is the luxury of checking out of the daily financial news cycle. Diversification and a long time horizon silences much of the noise. But, whether or not an individual can actually...
An Introduction to Healthcare Sharing Programs
by Scott Gerlach, CFP
“Change is the only constant in life.” There can be many different applications of the Greek philosopher Heraclitus’ words of wisdom, but one that is especially relevant to this blog post is planning for retirement. For soon-to-be reti...
Investing Well and Good With Cordant
by Scott Gerlach, CFP
Though I’m not qualified to give life advice, one thing I’ve learned through the years is that life is all about tradeoffs. For many decisions, the tradeoffs are obvious. Do I join friends for a beer or go for a run along the river? Admitt...
Using a Donor Advisor Fund to Optimize Your Charitable Giving and Save On Taxes
by Scott Gerlach, CFP
At Cordant, our primary role is to help our clients maximize the probability of reaching their objectives. While straightforward, the challenge is making recommendations in the ...
Health Savings Accounts (HSA): Going Under The Hood
by Scott Gerlach, CFP
I’m clueless when it comes to cars. I take the bus to work, MAX to the airport and pretty much avoid driving at all costs (thanks Uber!). And despite my best efforts, my life is still dependent on them. You can imagine my anxiety when it comes...
Putting your portfolio in a drawer
by Isaac Presley, CFA
"Money is like soap, the more you handle it, the less you will have." Gene Fama
The typical owner of an individual bond couldn’t care less about the current price of that bond. When asked “why not?” they’ll say it’s because they plan on holding it to maturity.
This is...
Tackling Required Minimum Distributions: What you need to know before year end
by Scott Gerlach, CFP
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As we enter December, the last month on the calendar marks the final chance to cross your financial T’s and dot ...
Best practices in investing
by Isaac Presley, CFA
If you need to cross a river, it's unlikely the bridge below you will collapse.
That's because the engineer has been trained in hundreds of years of best practices. From tension and compression to the latest on when and where to use a beam, arch, truss or suspension for su...
Health Care in Retirement:
What Does it Cost?
by Scott Malbasa, J.D., CFP®
I had a high school physics teacher who told me more than once, “always be true to your convictions, but prepared to abandon your assumptions.”
At Cordant, we have a conviction for helping our clients make smart financial decisions ...
