We are backed by a team of CFA Charterholders, CFPs, Plan Consultants, and maintain strategic
relationships with industry renowned Asset Managers and Recordkeepers. Our team is not only well-versed in the complexities of retirement planning but also deeply committed to understanding your unique goals, challenges, and aspirations. Our vision is a world where everyone has the tools and knowledge to achieve their dream retirement. We are driven by the desire to empower you to retire your way, and we’re here to guide you every step of the way.

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With a distinguished career that bridges academia and real-world finance Andrew, brings a unique perspective to investor needs rooted in his comprehensive knowledge of financial markets and retirement readiness.

Andrew is a seasoned finance professional with a robust academic foundation and a passion for turning complex finance theories into real-world investment success. With over a decade of experience in academia, he has inspired countless students to embrace the world of finance.

Now as a founder and managing principal at Cognis Group, Andrew merges his research-mindset and extensive financial knowledge to create tailored solutions, ensuring that our clients achieve lasting retirement success. His analytical approach, combined with years of teaching experience, makes him a sought-after expert in holistic wealth management.

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Cognis Group is a State registered investment adviser, pursuant to the Investment Advisers Act of 1940, as amended, with principal offices in Scottsdale AZ.  Cognis Group and its representatives are in compliance with the current filing requirements placed upon registered investment advisers by those states in which it maintains clients.  A copy of our current written disclosure statement (Form ADV-Part 2) discussing business operations, services and fees is available upon request or may be downloaded here.

This website does not constitute an offer to provide investment advisory services in any jurisdiction in which such offer would be unlawful under the securities laws of such jurisdiction. The information contained on this site is for informational purposes only and should not be construed as financial, investment, legal, tax, or other advice. By accessing this website, you agree to be bound by the above terms and conditions.

Check the background of investment professionals associated with this site on the Investment Advisor Public Disclosure website.