A complete list of active advisors currently associated with Cognis Retirement Group LLC

Warmer can help you find a great advisor at Cognis Retirement Group LLC or one who fits your needs even better.

Cognis Retirement Group provides fiduciary advisory and investment management services to retirement plan sponsors (401(k), 403(b), 457) and offers participant-level managed account and retirement income solutions, along with financial planning for private investors and healthcare practitioners. Its services cover plan-level consulting, participant “opt‑in” managed accounts, retirement income planning, and complementary financial planning support. The firm emphasizes establishing plan governance, investment‑menu construction, ongoing plan monitoring, and participant education, and uses fundamental analysis to inform asset allocation and manager selection. CRG implements many solutions through third‑party managers and technology platforms — for example, a goal‑based managed account program intended as an alternative to target‑date funds (iJoin) and a retirement income planning platform (IncomeLab) — with separate advisory agreements for those services. Compared with many peers, CRG routinely delivers periodic educational seminars and workshops to clients, acts as a selector of other advisers and third‑party managers, and offers flexible planning engagements including subscription and hourly planning arrangements. The firm also maintains an operative business outside traditional advisory services (a cloud‑based financial/compliance platform geared to healthcare travelers and similar professionals), which is an atypical feature for firms in this category.

To learn more about the advisors currently working at Cognis Retirement Group 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.