FINANCIAL ADVISOR ANN ARBOR
Our mission: tax-smart wealth management with a personal touch.
Founded by Charlie Cook, CFP® and CPA, Coriander Financial Group brings integrated tax and investment expertise to individuals and families seeking clarity and confidence in their financial future—in Ann Arbor and beyond.
A more holistic and human approach to financial planning
We don’t see clients as just another account number, we see the whole person. We know finances can cause a lot of anxiety. And when you experience a life event or when the economy seems unstable, that financial anxiety increases.
Coriander Financial Group was founded on the belief that people deserve financial guidance that respects both their intelligence and their goals. We are transparent in our approach, we're happy to answer any questions that come up, and we're there when you need reassurance.
Meet Charlie Cook, CFP®, CPA, CDFA®
Charlie Cook founded Coriander Financial Group after years in traditional wealth management, where she saw an opportunity to help hardworking people keep more of their money through a holistic approach to financial planning.
A University of Michigan Ross School of Business graduate (BBA 2008, Master of Accounting 2009), Charlie has built her career at the intersection of tax and investment strategy. Before founding Coriander, she served as Principal at Columbia Asset Management, worked as a tax accountant at Ernst & Young in the Financial Services Office in Chicago and New York City, and as a tax preparer at Plante Moran in Ann Arbor.
As both a CERTIFIED FINANCIAL PLANNER® and CPA, Charlie integrates tax strategy directly into investment decisions, ensuring your wealth management approach considers your complete financial picture. Charlie conducts annual tax return reviews and proactively recommends tax efficient investments and plans for minimizing your lifetime taxes.
But credentials and experience are only part of the story. Charlie is the financial advisor who actually returns your calls, explains strategies in ways that make sense, and treats your financial wellbeing as seriously as you do. She believes financial planning should be a partnership built on trust, transparency, and mutual respect.
Charlie's most important role, though, is as Mom to an energetic 9-year-old boy. In her free time, Charlie loves to do pilates and stay active, cook and bake with her family, take walks with her rescue dog, and volunteer at her son's school. She also co-coaches her son's baseball team, where she applies the same approach she uses with clients: meet people where they are, break down complex plays into manageable steps, and celebrate progress along the way.
She believes a well-lived life means focusing on what matters, doing more of what you love, and staying true to your values — something she strives to practice every day.
See the background of this investment professional on FINRA’s BrokerCheck.
Credentials & Affiliations
Coriander is an herb known for its versatility and ability to bring out the best in other ingredients. We believe great financial planning brings out the best for your life, so every element works together and you can focus on what matters most.
We’re aware that Coriander isn’t for everyone. And that’s okay.
Variety is the spice of life!
Rooted in Ann Arbor, serving clients nationwide
Coriander Financial Group is based in Ann Arbor, Michigan, with deep roots in the community. While we're proud to serve local Ann Arbor families and professionals, we work with clients across Michigan and throughout the United States. Whether you're planning for retirement, navigating a career transition, or simply want to optimize your financial strategy, we're here to help.
What guides our work
Transparent Investments
Collaborative Partnerships
Responsive Communication
Holistic Approach
Sustainable Growth
Educational Guidance
Ready to work together?
If our approach resonates with you, let's start with a strategy session where we’ll discuss your financial situation and explore how we can help you feel confident about your future.