CoFi Advisors is a relationship-driven wealth management firm based in Portsmouth, New Hampshire, serving clients across the United States. It provides personalized financial guidance for retirees, high-income earners, multigenerational families, entrepreneurs, business owners, and executives. Its approach aims to balance long-term financial security with the ability to enjoy life today, using strategies tailored to each client’s circumstances, values, and goals.

Services include comprehensive financial planning, investment management, retirement income and withdrawal planning, estate and legacy planning, tax strategy, and risk management. CoFi also helps executives and founders navigate equity compensation, including stock options and restricted stock, and supports business owners with succession, exit, and liquidity planning. While the firm does not prepare tax returns, it offers strategic guidance on tax considerations and coordinates with clients’ attorneys and tax professionals.

CoFi emphasizes clear communication, collaborative advice, and lasting client relationships. Through customized financial roadmaps and ongoing planning, the firm helps clients manage transitions, protect and grow wealth, and prepare for the future.