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Welcome to Codrea Financial Services

Our mission is to help you make smart financial decisions based on integrity, trust and a system catered to your individual needs.

Managing your wealth can be overwhelming.  When you are apprehensive about your financial well-being, we will provide realistic advice to help provide you with financial guidance.  We thrive on giving you confidence about your financial future by implementing a plan of action to help pursue your goals.  

By working together as a team, we will develop a plan, guide you through life’s biggest decisions and ensure you sustain the necessary income while employed, through retirement and beyond.  As your primary financial advisor, we envision that Codrea Financial Services will become the first call you make regarding decisions about your money. 

What We Do

Current Clients

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New Clients

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Dentists: Owners & Associates

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Dental Students

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Weekly Market Commentary

Each week the LPL Financial Research team assembles thoughtful insight on market and economic news.

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LPL Research

Click below for a list of helpful documents to offer you additional financial perspective.

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LPL Retirement Plan Tools

LPL representatives bring the experience and tools that deliver value, help seek to improve participant outcomes, and help manage your fiduciary risks.

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How Much do You Know About Investment?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

Download Our Free Ebook

If you're like 93% of Americans, you're looking forward to retirement. But are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."