Cohen Wealth Advisory is an independent financial planning and wealth management firm based in Jacksonville, Florida, founded by Zachary Cohen. Serving individuals, families, and business owners, the firm provides fee-based services guided by a fiduciary approach, with recommendations tailored to each client’s needs and interests. Its work includes developing clear financial plans, creating and maintaining investment portfolios, and helping clients address a range of financial matters.

Through an ongoing advisory relationship, Cohen Wealth monitors wealth strategies, explains clients’ financial situations, and offers guidance as decisions arise. The firm also coordinates with clients’ other professional advisers and oversees investment strategy, helping clients manage financial responsibilities while making time for work, family, and personal priorities. Its stated mission is to bring clarity to financial decisions and help clients protect and grow their wealth ethically.

Securities and advisory services are offered through J. W. Cole Financial, Inc.

and J. W. Cole Advisors, Inc., respectively; these entities are unaffiliated with Cohen Wealth Advisory.

Availability may vary by state