BUILD A VISION. create A STRATEGY. plan A LEGACY.

See how visionary investors use active assets to create passive income.

FREE SPECIAL REPORT

Full Service
Financial Advisors

Proven planning systems. Dedicated teams. Custom reports. Elite follow-thru.

FREE SPECIAL REPORT
Coign Capital Advisors is a fee-based financial advisor & fiduciary. We provide financial planning & wealth management services in Utah, USA, investors, legacy, asset management, capital, markets, estate, retirement, finance

Visionary Capital for Visionary Families 

Coign Capital is a fee-based fiduciary committed to helping you thrive. We’re large enough to take advantage of changing markets and nimble enough to create personalized solutions.

Vision & Commitment

These are the characteristics that led to your success. They should also be the characteristics of your wealth management team. 

our services

R.I.S.E. with coign

Working with Coign is a breath of clear air. Our simple system helps you build a vision for your assets and put that vision into practice with a dedicated, supportive team. 

RELATE

We begin each client relationship with a unique process that reviews your financial vision and the core purpose driving your short and long-term goals.

IDENTIFY

We identify traditional or bespoke investment opportunities based on your goals, timeframe, and risk tolerance.

SERVE

Putting your plan into action, we serve your needs as an experienced fiduciary with the support of an entire team of advisors and analysts.

EVOLVE

We generate detailed custom reports and meet frequently to make sure your investments are always working for you and and aligned with your personal purpose.

Coign Capital Advisors is a fee-based financial advisor & fiduciary. We provide financial planning & wealth management services in Utah, USA, investors, legacy, asset management, capital, markets, estate, retirement, finance

Investments that Work with
You and Your Legacy

We partner with individuals and families who want to combine a full-spectrum investment strategy with a deep sense of purpose.

CONNECT WITH COIGN

WORKING WITH COIGN

Jon Itri
I’ve been working with Adam and the Coign team for over 8 years. I worked with a different financial advisor before and when I moved to Coign I noticed a distinct difference. Coign helped guide me in a direction to protect myself, my assets and most importantly my family’s future.
Craig Brimhall
It is difficult to overstate how great it has been working with Coign. Zeb and Court took on the tremendous task of helping my parents organize their finances, get out of debt, and create a path to a viable retirement. They pay attention to the details of a financial life, listen well, and are meticulous in their work.
Jesus Tanguis
I have been working with Coign Capital for several years and the experience has been very good. Zeb Lowe is my Financial Advisor, but more than that I considered him a partner when it comes to achieving our long term Financial Goals.
These testimonials were given freely, without compensation. Like all testimonials, it is a representation of a single experience, and does not guarantee or promise universal results or satisfaction.
Coign Capital Advisors is a fee-based financial advisor & fiduciary. We provide financial planning & wealth management services in Utah, USA, investors, legacy, asset management, capital, markets, estate, retirement, finance
Hannah Shipp
Administrative Assistant
Alli Sudbury
Administrative Assistant
Madison Russell
Planning Assistant
Brock Alvord
Planning Assistant
Joanne Laudenslager
Scheduling Coordinator
Debbie White
Administrative Assistant
Heather Syrett
Director of Client Services
Courtland Adams
Private Wealth Advisor
Daniel Zundel
Private Wealth Advisor
Adam G. Lefler
Senior Wealth Advisor
M. Brandon Riley, CFP®, CRPC®
Senior Wealth Advisor
Robert Welch
Senior Wealth Advisor
J. Matthew Zundel
Founding Partner
R. Zeb Lowe, CFP ®
Managing Partner
Elios Valmonte
Menager
Ben Moned
Design Product
Maria Averon
Marketing Design
Marc Anthony
Cofounder

connect with coign

We’re here and excited to connect. From answering simple questions to setting up a first consultation, use this form to reach out. 

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CONNECT WITH COIGN

We’re here and excited to connect. From answering simple questions to setting up a first consultation, use this form to reach out.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Coign Capital Advisors is a fee-based financial advisor & fiduciary. We provide financial planning & wealth management services in Utah, USA, investors, legacy, asset management, capital, markets, estate, retirement, finance
Coign Capital Advisors is a fee-based financial advisor & fiduciary. We provide financial planning & wealth management services in Utah, USA, investors, legacy, asset management, capital, markets, estate, retirement, finance