ACCOUNT ACCESS
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PLAN-SPONSORS
PLAN-PARTICIPANTS



PRIVATE INVESTORS






PERSONALIZED GOALS-BASED INVESTING & ADVICE
Unlock your full financial potential with our personalized, goals-based investing and advice. We’ll work closely with you to create a customized plan that brings your priorities and passions to life.

Get STarted With A Free Consultation
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.
LEGAL DISCLOSURE
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.