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Wealth Management

Time is money, and managing your wealth can be overwhelming. At Codrea Financial Services, we’ll protect and grow your assets so you can focus on enjoying them.


Codrea Financial Services specializes in preparing your family and your business to handle the unexpected. We thrive on giving clients confidence in their future.

College Planning

Rising education costs require a forward-thinking plan. Codrea Financial Services can help you prepare for one of life’s biggest investments.


From graduating dental students through selling your practice and retirement – let us handle the details. We can help with the financial side of your practice.

We are dedicated to achieving your financial goals.

Codrea Financial Services offers comprehensive strategies through a spectrum of financial services. From growing your wealth to planning for your family’s future, Codrea Financial Services is here to aid you in reaching your goals.

Whether you are a veteran of success or are just starting to manage your portfolio, Codrea Financial Services can help you achieve your goals and surpass them in time.

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We Offer Personalized Plans to Match Your Needs.

One-size fits all policies are best left to vacation bike helmets. At Codrea Financial Services, we specialize in tailoring our plans to not only fit your current situation, but also provide a foundation for future growth. No matter where you are in your financial journey, we endeavor to take you to the next level.

Individuals & Families

Whether you’re a party of one or six, Codrea Financial Services customizes your investment strategies to fit your current needs and future goals.

Business Owners

We believe small businesses are the backbone of America. At Codrea Financial Services, we do our utmost to help your business thrive.