# Cooney Financial Advisors

Cooney Financial Advisors is an Asset Manager based in Marlton, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Marlton, United States
- **Region:** North America
- **Address:** Greenwood Village, CO, United States
- **Founded:** 1987
- **Assets under management:** Undisclosed
- **Website:** cooneyfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/tomcooney2

## Regulatory record

- **CRD number:** 123075
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/123075

## About

Cooney Financial Advisors Inc is a state-registered investment adviser in Marlton, NJ. The firm manages $44 million in assets, $18 million on a discretionary basis. It has 2 employees and 2 investment advisers.

## People

- Michael Cooney — Founder and President

## Questions

### Who runs investment decisions at Cooney Financial Advisors?

Michael Cooney, the founder and president, maintains direct oversight of the firm's investment strategy and client portfolios. Cooney has led the firm since its founding in 1987, operating without an external parent company or institutional investment committee. Day-to-day decisions are made within a small-team structure where the principal remains the central decision-maker.

### Is Cooney Financial Advisors a fiduciary?

Yes. Cooney Financial Advisors operates as a fee-only registered investment advisor, which legally obligates the firm to act in its clients' best interests under the Investment Advisers Act of 1940. The firm does not earn commissions or sell proprietary products — its revenue comes exclusively from advisory fees charged on assets under management or through fixed retainer arrangements.

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Last updated: 2026-06-03T20:00:00.000Z

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