For the second year in a row, 2023 & 2024, we are honored to have been named to the 2024 Forbes Best-In-State Wealth Management Teams*

We believe this accolade represents an impressive list of professionals that come to work with one goal in mind – helping their clients succeed.

*The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Are You Retirement Ready?

After years of working and saving, you now are looking forward to retirement.  But putting a plan in place that is based on your life and your retirement can be a challenge. Will your income sources be enough to support the comfortable lifestyle you’ve envisioned?  With our Envision planning process, we can help you develop a realistic financial picture based on your unique goals.  Take the steps today to help ensure you’ll have what you need in the future. The cornerstones of our planning process include:


Client Focused Approach

The Coughlin & Chesna Financial Group’s planning process revolves around you. As a multigenerational team, with over 80 combined years of investment experience, we create customized plans and personalized risk managed portfolios to help build, grow, manage and protect your wealth, so you can enjoy your retirement. Learn More

Photo - left to right

Susan Bush-Smith, Client Associate

Grady Coughlin, Financial Advisor

Kevin Coughlin CRPC® RICP®, Managing Director - Investments

Mark Saroka, Senior Vice President - Investments

Annette Connors, Senior Registered Client Associate - Officer

Joseph Chesna, Senior Vice President - Investments

Collaborative Dialogue

We are connected to our clients through community and friendship. As we work together to build your plan for the future, we direct our conversations to uncover what really matters to you and your family. Learn More 

Personalized Approach

Recognizing that successfully planning is a lifetime process, we put together a personalized client service approach that meets your needs. We schedule ongoing meetings to review your plan, investment allocation, progress toward your goals and to learn about any milestones, changing life goals, and financial priorities so we can adjust your plan to stay in step with your goals. Learn More  

Employer-Sponsored Retirement Plan Consulting

To help your employees make the most of their retirement plan, we provide education and support to help them achieve successful retirement outcomes. Learn More