Our Mission

Our six pillars provide meaningful value for you and your family for your lifetime and generations to come.

At Stavis & Cohen Financial, we understand the financial considerations that successful families face – and recognize the importance of a plan customized to the specifics of your family. Two families with identical estates are not identical families. They have different family dynamics, different needs and different objectives. We provide our clients with objective, tailored advice and personalized services in a boutique setting based on our six foundational pillars. At Stavis & Cohen Financial our one goal is to help you achieve your goals.

Learn more about the background of this firm on FINRA’s BrokerCheck


  • March 16, 2017
    Mar 16

    NEW VIDEO: Dividend Stocks – Lost Their Luster?

    Over the course of the last few months, major stock indices like the S&P 500 have experienced strong gains. However, dividend stocks have not participated as much in the rally. Does this mean there is a problem with higher quality dividend oriented companies? We don’t think so. In this new video, you will hear from our views on dividend stocks in the current en[...]Read More
  • Mar 23
    March 23, 2017

    Upcoming Roundtable Event: “A New Administration: Assets & Liabilities”

    Please join Stavis & Cohen Financial for “A New Administration: Assets & Liabilities” Presented by Eddie Cohen, CFP Thursday, March 23rd, 2017 4:30 – 6 pm 1330 Post Oak Boulevard, First Floor Auditorium Houston, TX 77056 Livestream is available for remote attendees via this link: http://ustre.am/1xv6u. **Please RSVP to Kat Wright at kwright@stavisandco[...]Read More