Connect With CoFi Advisors
Begin Your Journey to Financial Freedom
Thank you for your interest in CoFi Advisors. As a relationship-driven wealth management firm based in Portsmouth, NH, we specialize in providing bespoke financial strategies for retirees, high-income earners, high net-worth families, and entrepreneurs across the United States.
Our name—CoFi, short for "Collective Financial"—reflects our core belief that the best financial outcomes emerge when expertise, knowledge, and insights are shared. Our team, led by founders Wheeler Crowley and Colin Walker, is committed to helping you achieve genuine financial freedom: the confidence to make decisions that align with your values while balancing today's enjoyment with tomorrow's security.
Let's Start a Conversation
We believe meaningful financial guidance begins with understanding who you are—your values, goals, challenges, and aspirations. To help us prepare for our initial conversation, we invite you to complete the brief survey below. Your responses will give us valuable insights into your current situation and what you hope to achieve through financial planning.
After submitting the survey, you'll be prompted to schedule a convenient time for an introductory call with one of our advisors. This no-obligation conversation allows us to learn more about each other and determine if there's a good fit between your needs and our approach.
During this call, we'll:
Discuss your current financial situation and priorities
Answer any questions you have about our services and approach
Explore how our collective expertise might support your financial goals
Outline potential next steps should you decide to work with us
Whether you're planning for retirement, managing complex wealth, building a business, or simply seeking more confidence in your financial decisions, we're here to help you build a durable foundation for financial freedom.
We look forward to connecting with you and exploring how CoFi Advisors can support your journey.