CREATE A VISION. BUILD A STRATEGY. plan A LEGACY.

Coign of Vantage /kōin/ noun: an advantageous position for observation and action.

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

CREATE A VISION. BUILD A STRATEGY. plan A LEGACY.

Coign of Vantage /kōin/ noun: an advantageous position for observation and action.

CREATE A VISION. BUILD A STRATEGY. plan A LEGACY.

Coign of Vantage /kōin/ noun: an advantageous position for observation and action.

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 aSSET MANAGEMENT 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.

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. 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. He pays attention to the details of a financial life, listens well, and is meticulous in his work.
Cameron Steadman
The Coign team has been great to work with.  They've helped me manage my assets as well as those of several of my family members.  They're responsive, professional, and an overall great organization.
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.
Taylor Motz
Financial Planning Intern
Shirley Spencer
Financial Planning Intern
Ryan Howes
Financial Planning Intern
Malari Heusser
Administrative Specialist
Ferron Prete
Financial Planning Intern
Alli Sudbury
Administrative Associate
Cindi Horton
Scheduling Coordinator
Heather Syrett
Director of Operations
Courtland Adams
Managing Partner
Daniel Zundel
Managing Partner
Adam G. Lefler
Partner, Wealth Advisor
M. Brandon Riley, CFP®, CRPC®
Senior Wealth Advisor
Kyler Brooksby, CFP®
Associate Financial Advisor
J. Matthew Zundel
Founding Partner
Elios Valmonte
Menager
Ben Moned
Design Product
Maria Averon
Marketing Design
Marc Anthony
Cofounder

insight from inside
the markets

The latest news and insight from the Coign team about the mindsets and strategies that can make the difference in investing.

Mindset
Navigating the Financial Maze: A Guide to Finances Through Divorce

Amidst the emotional upheaval, taking control of your financial situation is crucial for securing your future.

April 2, 2024
Strategy
Money is a Tool, Not a Master

Have you ever felt like there’s more to life than just balancing spreadsheets and chasing that extra dollar?

February 1, 2024
Strategy
5 Strategies to Maximize the Tax Benefit of Your Charitable Donations this Holiday Season

During the holiday season, consider donating to qualified charitable organizations that qualify as an itemized deduction when making your holiday gifts.

December 6, 2023
Planning
4 Things to Consider During Open Enrollment

It’s time to reconsider your employee benefits and health insurance plan.

October 4, 2023

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.

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
COIGN OF VANTAGE

/koin/ noun: an advantageous position for observation and action. 

Useful Links
LoginCompanyInsightsContactBrochurePrivacy PolicyClient Relationship SummaryDisclosure
Contact Us

© 2021 Coign Capital Advisors. All Rights Reserved.