BLAKE|COOPER FINANCIAL STRATEGIES

Overview

Blake|Cooper Financial Strategies is an independent, owner-operated advisory firm that positions itself primarily as a financial planning practice. The firm bills clients on an hourly basis rather than charging traditional asset-based advisory fees, signaling a focus on advice and planning engagements instead of ongoing discretionary portfolio management. Blake|Cooper lists financial planning as its core advisory activity and does not identify itself as an active ESG investor, a pension consultant, or a capital allocator. On the investment side, the firm relies on third‑party managers for alternative exposures and appears to incorporate non-traditional assets into client plans when appropriate. Its stated investment toolkit emphasizes real estate (including REITs), commodities, and oil & gas, supplemented by annuities and corporate debt instruments. That mix suggests the firm advises toward income-generating and inflation-hedging allocations alongside conventional investments, but with execution largely through external fund managers and packaged products rather than in-house proprietary strategies.

Assets & Accounts

Investments & Alternatives

Location & Offices