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At Cona Financial Group, we believe in a dynamic, client-centered financial planning approach with a strong focus on involving clients throughout the planning process. Our values and our commitment to our clients’ financial well-being have led us to develop the Cona Advanced Planning Experience™ (CAPE).
At Cona Financial Group, we believe the best investment management process, like the best financial planning process, should be evidence-based, accessible, and transparent. With this and the financial well-being of our clients in mind, we’ve created the Cona Asset Management Platform™ (CAMP). Read More…