WHO WE ARE
Cognis Retirement Group (‘CRG’) is a boutique investment advisory firm dedicated to delivering comprehensive, personalized wealth management solutions to healthcare practitioners. We combine institutional-grade expertise with a highly tailored approach, ensuring that each client receives strategies aligned with their professional and personal goals.
Our firm was founded on the belief that healthcare professionals face unique financial challenges and opportunities throughout their careers. From managing complex compensation structures and retirement plans to navigating practice ownership and succession, we provide the clarity and guidance required to make informed decisions with confidence.
Our Mission
“At CRG, our mission is to empower healthcare practitioners to build and preserve lasting wealth. Driven by our core values of integrity, innovation, and stewardship, we tailor public+private investment solutions to empower medical professionals to achieve their life goals & secure their legacies”
Our Approach
We believe true wealth management extends beyond investment performance. Our holistic approach integrates every dimension of a client’s financial life—including retirement planning, investment strategy, tax optimization, estate planning, and risk management—into one cohesive plan.
By aligning financial strategies with both professional and personal objectives, we provide clarity, continuity, and confidence. Our holistic wealth management framework allows healthcare practitioners to focus on their patients and practices, while we safeguard and steward their financial futures.
Why We Exist
Healthcare practitioners dedicate their careers to improving the lives of others. Our purpose is to safeguard and enhance your financial well-being with the same level of commitment and stewardship.
OUR INVESTMENT PHILOSOPHY
Our vision is a world where everyone has access to the tools and knowledge to achieve their dream retirement. We believe that a decent retirement is a right that should be accessible to all.
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 Founder
Andrew Mulindwa, PhD., CFA, FRM
Managing Principal & CIO
Andrew brings a unique blend of academic rigor and practical expertise to his role as Managing Principal at Cognis Group. He combines his background as a former Finance Professor with years of investment experience to help clients build secure financial futures.
At Cognis Group, he leads the team that provides disciplined, institutional-quality advice through a boutique model, to enable our clients to focus on their professional calling while we steward their financial futures.
He holds degrees in accounting and finance, including a PhD in Financial Economics, and is both a Chartered Financial Analyst (CFA) and Certified Financial Risk Manager (FRM).
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BRINGING THE FUTURE INTO THE PRESENT
From retirement planning, investment strategies, tax optimization, to estate planning, we offer personalized solutions tailored to your unique circumstances.
Address
2325 E. Camelback Rd., Ste 400, Phoenix AZ 85016
Phone
(480) 364-7401
We specialize in holistic total household wealth management designed specifically for healthcare practitioners, their families, and their practices.
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LEGAL DISCLOSURE
Cognis Group is a State registered investment adviser, pursuant to the Investment Advisers Act of 1940, as amended, with principal offices in Phoenix 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.
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