What departments does Cordant Wealth Partners have?

Cordant Wealth Partners has employees across 2 departments including Operations, Finance.

What is the largest department at Cordant Wealth Partners?

The largest department at Cordant Wealth Partners is Operations with 1 employees.

Where are Cordant Wealth Partners employees located globally?

Cordant Wealth Partners has employees across 2 continents and 2 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has Cordant Wealth Partners's team size changed over time?

Cordant Wealth Partners's team has grown from approximately 7 to 8 employees based on available data.

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Cordant Wealth Partners Employee Directory

Q: Who are Cordant Wealth Partners's key employees and leadership?

Cordant Wealth Partners's key employees include: Ceo: I. P., Cco: B. A. M., Founder: W. A.

Investment ManagementOregon, United States2-10 Employees

Cordant Wealth Partners is an investment management firm based in Portland, Oregon. It delivers comprehensive wealth management for busy professionals, with a focus on current and former Intel employees who seek fee-only, independent financial guidance. Drawing on more than ten years of experience working with Intel staff, the firm offers expertise related to the Intel retirement plan and benefits package to help clients navigate retirement timing, retirement contributions, stock compensation, and related tax considerations. It uses a holistic, data-supported process that blends clear direction, informed strategy, and tactical execution to create plans tailored to individual circumstances, including both Intel-related and non-Intel accounts. Cordant Wealth Partners is currently accepting new clients and can be reached at 503.621.9207 or info@cordantwealth.com.

Cordant Wealth Partners Global Highlights

North America
9

United States Of America
9

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Cordant Wealth Partners Employee Metrics

100%

50%

2026

2025

Banking
Business
Other

Contact profiles from Cordant Wealth Partners

Name

Title

Contact

Location

Last Update

I. P.
Ceo
Mobile Phone
Email
United States, Arkansas
Jan 21, 2025
W. A.
Founder
Mobile Phone
Email
United States, Arkansas
Apr 22, 2025
B. A. M.
Cco
Mobile Phone
Email
United States, Oregon
Nov 28, 2024
S. G.
Lead Advisor
Mobile Phone
Email
United States, Oregon
May 04, 2026
K. S.
Operations Manager
Mobile Phone
Email
United States
Mar 25, 2026
S. S.
Associate Financial Advisor
Mobile Phone
Email
United States, Oregon
Feb 18, 2026
G. R.
Advisor
Mobile Phone
Email
United States, Oregon
Feb 19, 2026
S. M.
Advisor
Mobile Phone
Email
UNITED STATES
Sep 09, 2024

Frequently Asked Questions

What is Cordant Wealth Partners known for?

Cordant Wealth Partners was founded in 2009 and operates in the Investment Management industry. You can contact Cordant Wealth Partners's main corporate office by phone at

+1-503-621-****

. Explore Cordant Wealth Partners's company overview page for more information.

What is Cordant Wealth Partners's most common email format?

Cordant Wealth Partners employees' email format typically follows the pattern of First@cordantwealth.com. Trying to find reliable and up-to-date employee contact data? Find more Cordant Wealth Partners email formats with LeadIQ.

How many employees does Cordant Wealth Partners have currently?

Cordant Wealth Partners has approximately 7 employees as of August 2026. These team members are located across 2 continents, including North America and Europe.

Who are Cordant Wealth Partners's key employees and leadership?

As of August 2026, Cordant Wealth Partners's key employees include:

Ceo: I. P.
Cco: B. A. M.
Founder: W. A.
Lead Advisor: S. G.
Operations Manager: K. S.

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Cordant Wealth Partners Employee Directory

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