Our Values

Core values are values that cannot be changed, no matter the business cycle.  These values are part of our DNA as individuals and as a firm.

Thoughtful and Inquisitive:

The one question that we always come back to is, why? Our nature is to be thoughtful and inquisitive; to get to the underlying reason of why we were hired. Sure, we could fill in the box, but anyone can do that. Our clients want someone to sit in their seats, to see things the way they do, and we aim to do just that.

Client Focused:

Ask any of our clients and you will hear that our solutions are tailored to each of them. We are not in a product-based business, we are client based. Our number one goal is to be our client's most trusted and thoughtful advisor.

Accountable:

Accountability is needed in every position and within every organization. We start by holding ourselves accountable to complete the job, in the manner described, so that a strong bond exists between us and our client. That bond creates a level of trust that helps to turn our client's vision into reality.

Relatable:

Why do people do business with others? It's very simple; they like you, respect you, and see themselves in you. We are not your normal accountants and our personal relationships with our clients prove that. We are here to bring exceptional value to people with whom we WANT to work and to people who WANT to work with us.

Can Do Attitude:

Accomplishment is what drives the people in our firm, and we accomplish by challenging the status quo. Present us with an issue to resolve, and we will work diligently to do so, even if others consider it an impossible task. The person who says he can and the person who says he cannot are BOTH usually right.

Get In Touch

We help business owners take care of the back office portion of their business so they can focus on their company’s growth. If you need help managing any aspect of your home or business's finances, we want to hear from you.

Please fill out this form and let us know how we can be of service. We will happily offer you an initial consultation to determine how we can best serve you.

Thank you for visiting. We look forward to working together!

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Cohesion Business Advisors


4245 North Central Expressway, Suite 235,
Dallas, TX 75205

T: (214) 778-2482
F: (214) 528-1793
E: matt@cohesionba.com

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Securities offered through SCF Securities, Inc. • Member FINRA/SIPC • 155 E. Shaw Ave., Suite 102, Fresno, CA 93710 • 800.955.2517 • 559.456.6109 FAX. • Investment advisory services offered through SCF Investment Advisors Inc., SCF Securities, Inc., Cohesion Wealth Advisors, LLC, and Prewitt CPA, PLLC are independently owned and operated. • Securities offerings limited to residents of LA, OK, AR, TX CA, KS, ME. • Check the background of this investment professional on FINRA's BrokerCheck

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