A complete list of active advisors currently associated with Cochran Wealth Management LLC

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Cochran Wealth Management LLC serves individuals, high-net-worth individuals, families, and businesses, providing discretionary and non‑discretionary portfolio management alongside comprehensive financial planning services such as retirement planning, cash‑flow and budgeting guidance, education funding strategies, estate planning coordination, and small business financial consulting. The firm is fee‑only and is compensated primarily through percentage‑of‑assets‑under‑management fees while typically constructing portfolios using ETFs, mutual funds, and cash equivalents. The firm’s investment process combines fundamental, technical, and quantitative analysis to build diversified portfolios that emphasize strategic asset allocation, modest tactical adjustments, passive low‑cost indexing, and a long‑term focus. Cochran Wealth reviews accounts periodically (formally at least quarterly), may rebalance based on client objectives or market conditions, and does not employ margin, derivatives, or highly leveraged strategies. Cochran Wealth is a newly launched, state‑registered adviser that reported no assets under management as of April 8, 2026, and the founder is a recent finance graduate who holds the Series 65 and also works as a substitute teacher. The firm highlights educational outreach through seminars or workshops (an uncommon offering among peers), plans to recommend but is not yet fully paired with a custodian relationship, and discloses no broker‑dealer or other material industry affiliations.

To learn more about the advisors currently working at Cochran Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.