$13MM AUM | $191,000 Rev in
CoCreate Financial is an independent financial advice/planning practice. Matt Hudak, AAMS(r), CFP(r) began the firm after leaving a major broker dealer in late 2018. Advisors work as a team to provide the highest quality investment management and financial planning services to their clients. Most importantly, we feel that our job extends beyond the fundamental work of financial services and involves advocating for our clients in a variety of ways so they can engage their purpose and mission in life.
We primarily use diversified portfolios of dividend yielding equities, selected through a disciplined and defined process. We base our investment selection off the time-tested works of great investors like Benjamin Gram as well as contemporaries like Daniel Peris and Jeremy Siegel. The resultant portfolios have low risk to return relationships, rising streams of income, and produce meaningful alpha.
As we grow we are looking to purchase other advisory businesses to share one of the best financial advice/planning experiences in the world with more people. We have the ability to travel for client meetings and have excellent technology systems to be a great fit for an advisor who is either transitioning into retirement or looking for a supported sell-and-stay option. We have the ability to work with multiple custodians, so your client accounts may be able to stay at the same B/D.
The team presently holds Series 66, MT Insurance licenses, and CFP, AAMS, and CDFA designations. Advisors have held other FINRA licenses and could reinstate them if needed. FIRM #299648