Our Story: Building Financial Freedom Together
CoFi Advisors was founded by Wheeler Crowley and Colin Walker with a singular vision: to bring authentic financial freedom to their clients. Born from the belief that financial planning should be a collaborative experience rather than a prescription, "CoFi"—short for Collective Financial—embodies our core philosophy that the best financial outcomes emerge when expertise, knowledge, and insights are shared.
What's in a Name?
The name "CoFi" isn't just a catchy abbreviation—it represents the heart of our approach. As Wheeler explains, "CoFi is an abbreviation of 'collective financial.' Most people don't know that, and it's not all that important that they do. But the reason behind this naming decision IS important."
This collective approach means our clients benefit from a team of dedicated professionals working together to help them build what the team calls "a durable, flexible, and reliable financial dream house." We believe that no single advisor has all the answers, which is why we've built a network of specialists across various financial disciplines to serve our clients comprehensively.
Our Philosophy: Freedom Through Collaboration
At CoFi Advisors, we pride ourselves on NOT having all the answers. Instead, we focus on knowing the right experts and connecting our clients with them. Whether it's market insights, tax planning, estate considerations or lending needs, we believe in bringing together specialized knowledge to create truly holistic financial strategies.
This collaborative spirit extends beyond our immediate team. We use our podcast, Compound Growth, to share insights and new perspectives not only from ourselves but our team of experts. We value community and the exponential power of shared knowledge.
What is Financial Freedom?
Financial freedom isn't just about having enough money—it's about having enough confidence and clarity to make decisions that align with your values and vision for life.
Financial Freedom Means:
Having Options: The ability to make choices based on what you truly want, not just what you can afford
Peace of Mind: Knowing you have a plan in place, resources to handle unexpected challenges, and a team supporting you
Living Your Values: Aligning your financial decisions with what matters most to you
Balance: Enjoying today while still preparing for tomorrow
Empowerment: Understanding your finances enough to feel in control of your destiny
We believe financial freedom occurs when you've established a relationship with money that allows you to live authentically—without fear, without restriction, and with confidence in both your present and future.
The CoFi Approach
Our approach to financial planning is built on three core principles:
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1. Relationship-Centered
We believe meaningful financial guidance starts with understanding you as a person—your values, fears, hopes, and goals. Before we talk numbers, we talk about what matters to you and why. This deep understanding forms the foundation of our work together.
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2. Collaborative Expertise
We embrace a "collective" model of financial planning. Rather than positioning ourselves as the sole expert in your financial life, we:
- Coordinate with specialists in tax, estate planning, lending, and other relevant areas
- Distill complex information from various sources into clear, actionable guidance
- Connect you with the right experts at the right time to address specific needs
- Continuously expand our network to ensure you have access to top talent
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3. Educational Focus
We believe in expanding financial literacy as the foundation of financial freedom. Through resources, conversations, and ongoing guidance, we help you build understanding that empowers you to make confident decisions. We regularly share books, podcasts, and other learning materials to support your financial education journey.
Building Your Financial Dream House
We see your financial plan as a dream house that needs a strong foundation, thoughtful design, and expert craftsmanship. No matter where you are in your financial journey—just starting to build your foundation or ready to add sophisticated features—we meet you there with the right support.
As Wheeler says, "I think it's great to know how to do things on your own, to build that foundational understanding of money, investments, taxes, etc. But my hope for everyone is that the foundation is just the beginning."
Our Promise to You
At CoFi Advisors, we promise to:
Always put your interests first
Provide honest, transparent guidance
Respect your unique circumstances and goals
Collaborate with the best specialists for your needs
Continuously learn and grow alongside you
Balance planning for tomorrow with living fully today
We believe that financial planning should liberate rather than restrict—allowing you to live authentically while building security for the future. Through our collective approach, we help you achieve the confidence that comes with true financial freedom.
Whether you're a retiree looking to protect your legacy, a high-income earner wanting to optimize your financial strategy, a high-net-worth family managing complex wealth, or an entrepreneur balancing business and personal finances—we're here to help you build up together.
Join Our Collective
We invite you to experience the difference of truly collaborative financial planning. Contact us today to begin your journey toward financial freedom with CoFi Advisors.
"We can all build up together." - Wheeler Crowley, Co-Founder
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