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Climb Every Mountain

It's not just a strategy. It's personal.

In an ever-changing financial climate, it can be difficult to confidently create a strategy, let alone manage one that can grow with you over the years. With an up-to-date and flexible strategy in place, we can help you pursue your goals.

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Our Services

Coho Advisory Services LLC is a registered investment advisor in Anchorage, Alaska. Insurance products and services are offered and sold through Coho Financial Group LLC, an affiliated insurance agency. We are dedicated to creating personalized retirement strategies for individuals, families, and professionals. As an independent firm, we are not tied to proprietary products, nor are we limited in the services we offer. Instead, we offer you the highest quality education on the choices available to you. Our focus is on building you the right strategy, prioritizing your goals, risk tolerance and time horizon.

Investment

Investment

Create an investment strategy that's right for you.

Retirement

Retirement

Steps to consider, to pursue the retirement you want.

Family/estate

Family/estate

Navigate your financial goals and plan ahead.

Social Security Planning

Social Security Planning

Guidance on benefit options and filing strategies.

Catch a quote in 5 minutes or less!

Catch a quote in 5 minutes or less!

Life Disability

We're here for you!

Our first priority is helping you take care of yourself and your family. We want to learn about your personal situation, dreams, and goals. Long-term relationships encouraging open and honest communication are the cornerstone of our firm.

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Helpful content

Curated articles, videos, and more for a financially savvier you.

Saving for College 101

Saving for College 101

Here's a crash course on saving for college.

Learn More

Building a Solid Financial Foundation

Building a Solid Financial Foundation

Sustain financial well-being or create wealth through these actions.

Learn More

Investments

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

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More information you can use

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

What our team has to say:

“Insurance for the “ifs” in life - Investments for the “whens”. WE got you covered!“

-A. Michael Daniels

"It’s easy to make a buck.
It’s a lot tougher to make a difference."

- Lanet Spence LUTC-F

"Do something today that your future self will thank you for!"

-Hunter Guthrie

A. Michael Daniels, LUTCF, FSS, CLF

A. Michael Daniels, LUTCF, FSS, CLF

Registered Investment Advisor

mike.daniels@cohofinancialgroup.com

Allen Manderson, RSSA®

Allen Manderson, RSSA®

Licensed Insurance Agent

allen.manderson@cohofinancialgroup.com

David Richert

David Richert

Licensed Insurance Agent

david.richert@cohofinancialgroup.com

Dia Chang

Dia Chang

Financial Administrative Assistant

dia.chang@cohofinancialgroup.com

Hunter Guthrie AAI

Hunter Guthrie AAI

Registered Investment Advisor

hunter.guthrie@cohofinancialgroup.com

Kiara Carlton

Kiara Carlton

Administrative Manager

kiara.carlton@cohofinancialgroup.com

Lanet Spence LUTC-F

Lanet Spence LUTC-F

Regional Vice President of Advisor Development

lanet.spence@cohofinancialgroup.com

Renee Duncan

Renee Duncan

Licensed Insurance Agent

renee.duncan@cohofinancialgroup.com

Robert Amundson

Robert Amundson

Investment Advisor Representative

robert.amundson@cohofinancialgroup.com

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