WHO WE Are
At Cognis Retirement Group [‘CRG’], we specialize in holistic total household wealth management designed specifically for healthcare practitioners and their practices. Our integrated approach goes beyond traditional financial planning — aligning personal, professional, and practice finances to create a cohesive strategy that supports your long-term goals.
We understand the unique financial challenges and opportunities that come with a career in healthcare. From managing complex income structures and practice ownership to optimizing tax efficiency, investment growth, and legacy planning, we provide tailored solutions that help you build, preserve, and transfer wealth with confidence.
Our mission is to serve as your trusted partner in every stage of your financial journey — so you can focus on what you do best: caring for others.
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 total wealth management but also deeply committed to understanding your unique life goals, opportunities, and aspirations.
Our Founder
Andrew Mulindwa, PhD., CFA, FRM
Managing Principal
Andrew is a former Professor of Finance who has successfully transitioned into the role of Investment Advisor. His extensive academic research and deep understanding of financial markets provides him with a unique perspective on investor needs. Andrew has inspired countless students to pursue careers in finance over his decade-long academic career.
Currently, as managing principal at Cognis Group, he leverages his analytical skills and financial expertise to oversee and develop investment strategies and hyper-personalized retirement solutions that guide our clients toward lasting financial success.
Andrew is also a Chartered Financial Analyst (CFA) and certified Financial Risk Manager (FRM).
Industry News, Tips, & Trends
Newsletter Signup
Sign up for our Newsletter for investment tips, financial wellness, retirement advice, market news and trends for independent healthcare professionals.
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 personalized retirement solutions for small & mid-sized businesses, the self-employed, and individual investors in healthcare.
Research the background and
experience of our firm & financial advisers
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.
Check the background of investment professionals associated with this site on the Investment Advisor Public Disclosure website.