Coordinated Financial Management

Coordinated Financial Management operates as a registered investment advisor (RIA) that functions like a multi-family office. The firm coordinates investment management, tax planning, estate planning, insurance advisory, and other financial services under one roof. This structure allows clients to have a single point of accountability rather than managing multiple separate advisors.

Beyond investment management, Coordinated Financial Management provides tax strategy and preparation, estate planning, insurance and risk management, retirement planning, and philanthropic advisory. The firm positions these as integrated services delivered through a coordinated team of specialists.

The firm's principals are not publicly disclosed. No named leadership team or ownership structure appears in available public records. Potential clients typically learn about the leadership team through direct engagement.

Client minimums and asset thresholds at Coordinated Financial Management are not publicly reported. The firm does not disclose its minimum investable assets requirement, though its service model suggests a focus on high-net-worth families.

The firm's investment sourcing approach is not publicly documented. As an RIA, it likely uses a combination of third-party asset managers, open-architecture platforms, and proprietary research. Direct co-investment or exclusive deal participation has not been confirmed.

The firm's headquarters location is not publicly disclosed. All available records indicate it operates in the United States, but no specific city or street address has been made public.

Given its RIA structure and family-office service model, Coordinated Financial Management likely offers separately managed accounts (SMAs) for qualified clients. However, the firm does not publicly detail its account structures or investment vehicles.