About Us

At Stavis & Cohen Financial, we help families make sound financial choices to achieve financial success on their terms. With a strong commitment to education, we collaborate with families to develop long term plans. The core values that guide the delivery of our services are: uncompromising ethics, integrity and respect for differing beliefs and values; developing and accessing the expertise required to help our clients achieve their goals; and accountability for performance.

Stavis & Cohen Financial opened its doors in early 2009, immediately following the financial meltdown of 2008. In spite of an adverse business environment, Founders Deborah Stavis and Eddie Cohen were passionate about bringing a better service and investment management strategy to the market. It became clear that differentiation from other financial services firms would be the key to attracting and maintaining family relationships. To that end, the company has developed an innovative, holistic financial planning process, including a unique approach to financial education.




Families

Families

We create an environment that helps foster sound financial decisions among and between multigenerational family members.
Holistic

Holistic

All aspects of your financial life are interrelated. We provide objective advice, tailored to your entire financial picture.
Boutique

Boutique

As a privately held financial advisory boutique, we pride ourselves on our ability and commitment to develop meaningful relationships with our clients and their families.
Customization

Customization

Each financial plan is uniquely shaped to your family’s desire to save, spend and share your capital – to provide financial stewardship.
Education

Education

We believe that the very best way to create an appealing and impactful learning environment is through the combination of education and entertainment.
Lifestyle

Lifestyle

Our work is designed to maintain lifestyles, whether that means risk-managed investing or preparing for the unexpected that could derail financial security.