About Us

Woman Owned • Relationship Focused • Mission Minded

Co-Missions was born out of a desire to help families like ours – families with business owners, executives, teachers and parents on a mission to see their family and community thrive.

Work With Us

Who We Are

INDIVIDUALIZED FINANCIAL PLANNING & ADVICE

Co-Missions was born out of a desire to help families like ours – families with business owners, executives, teachers and parents on a mission to see their family and community thrive.

As a woman-owned, independent, investment advisor, relationships are at the center of everything we do. That is why your story is the first thing we want to hear. Our plans are about your needs, your goals and your priorities, so we take the time to understand who you are and what you care about.

Our Mission

Simplifying Client’s
Financial Lives

Our mission is to provide planning and advice that helps simplify client’s financial lives, secure their financial well-being, address their social goals and safeguard their valued way of life. We do this through careful analysis, dedicated service and thoughtful craft that incorporates:
 

  • Comprehensive Financial Planning
  • Holistic Wealth Management
  • Sustainable (SRI/ESG) Investment Management
  • Private Lending Solutions
  • Tax-efficient Planned Giving

WOMAN OWNED

RELATIONSHIP FOCUSED

MISSION MINDED

Our Story

Experience gives us confidence walking clients through the process. Whether it’s creating a personal financial plan, talking a family through delicate transitions or evaluating employee benefits, our innovative and custom service is designed to meet our clients right where they are.

Co-Missions and its affiliated Investment Advisor Representatives serve as fiduciaries and do NOT collect commissions or act as a custodian for any client assets. We serve as your partner and a steward of your wealth in the pursuit of your mission.