Describe your perfect day?
My ideal day starts on a mountain trail with my family, followed by catching a Liverpool FC game in person- a guaranteed highlight for me. I’d finish the day with a great meal and the people I love most around the table.
What do you most like about your job?
I love helping people and I love the science of financial planning, and this job lets me bring those two passions together in a meaningful way.
Surprise us, something we don’t know about you?
I’ve been to 38 US National Parks!
How long have you worked in Financial Services?
11+ years
Meet with Cody
Bachelors in Finance - Winthrop University
CFP® certification
Tax Planning, Equity Compensation Planning, Investments, Retirement Planning
Cody began his career as a financial advisor at Northwestern Mutual before moving to Delphinus Financial Advisors, where he delivered comprehensive, tax-focused planning for high-net-worth individuals and families. He most recently spent several years at Northstar, a financial-wellness company, where he supported a diverse client population and helped shape the financial planning framework and the way advice was delivered across the firm.
Cody is a CERTIFIED FINANCIAL PLANNER™ professional based in Syracuse, NY, with over 11 years of experience helping people make confident financial decisions. Prior to joining Domain Money, he held both client-facing advisor roles and strategic positions focused on improving how financial advice is delivered, giving him a broad understanding of what truly helps people make confident financial decisions.
He enjoys connecting the technical side of planning, especially tax-related decisions, with the personal side of each client’s life, helping them find clarity and make choices aligned with their goals and values.
Outside of work, he loves spending time outdoors and traveling with his wife, their two kids, and their English bulldog. He’s also an avid sports fan, proudly cheering for Liverpool FC and the Buffalo Bills- no matter the weather or the heartbreak.
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Participation in our referral program, whether as a referrer or referee, is subject to our full terms and conditions outlined available here.
Just book a free 30-minute Strategy Session. We’ll learn about your goals, share how we work, and answer any questions you have. If it feels like the right fit, we’ll guide you through the next steps to kick off your plan.
Our financial advisors are all full-time employees of Domain. Think of Domain advisors as a hand-selected team bringing extensive experience from firms such as Morgan Stanley, Goldman Sachs and BlackRock. Each is a CERTIFIED FINANCIAL PLANNER® professional.
Yes. As a Registered Investment Advisor (RIA), we do hold a fiduciary responsibility. This simply means we’re legally obligated to always act in your best interests. But that’s how we roll anyway—our team of CFP® professionals adheres to high standards for ethics and confidentiality. Your financial well-being is always our top priority.
Your Domain advisor is here to guide you through every part of your financial life. That includes things like investments, cash flow and spending, tax planning, retirement planning, real estate and home affordability decisions, equity compensation, education savings, estate planning, and insurance. No matter your goals, you'll get expert, personalized advice—and a clear path to reach them.
Initial plan creation takes about 3–4 weeks for our Essential and Strategic Plans, and 6–8 weeks for the Comprehensive Plan, depending on the complexity of your finances. From there, your membership continues with ongoing coaching, plan updates, and support—so we’re with you well beyond the first draft, helping you adapt and make smarter decisions as life evolves.
Every membership includes a kickoff meeting, 2–4 coaching sessions, an annual plan update, and ongoing email support from your dedicated CFP® professional. You can space out your sessions throughout the year or use them closer together when you’re facing a big decision—like changing jobs, buying a home, or making a major investment. We’re here whenever life calls for a smarter strategy.
You’ll receive a personalized financial plan and financial model built around your goals—complete with step-by-step recommendations and a clear roadmap to follow. You’ll work one-on-one with a dedicated advisor who will guide you through every detail and help you confidently put your plan into action. Your sessions and support are tailored to your plan type, ensuring you get exactly what you need to make smarter financial decisions.
We genuinely believe you’ll love your membership and plan—but if it falls short, we’ll make it right. Your advisor will address any concerns and make adjustments as needed. If you’re still not satisfied, we’ll give you a full refund. That’s our 100% Satisfaction Guarantee. See full details here: https://domainmoney.com/assets/library/satisfaction-guarantee
All of your information and data is handled with the highest level of confidentiality. We use it solely for providing personalized financial advice directly to you, and will never share or sell your information. We thrive on trust, and take data security seriously.
Not at all. Our transparent fees will be the same whether you embark on this financial journey alone or with a partner.
Absolutely. We're here to help you, your partner and any family members who are part of your financial journey, regardless of marriage status.
Absolutely—and your advisor will help you stay one step ahead. Your Domain plan is built to adapt as your life unfolds. Whether you’re exploring new goals, making a big decision, or navigating changes in your personal or financial life, we’ll proactively revisit your strategy to keep it aligned with what matters most.
Life changes—and your strategy should too. With an annual membership, you’ll get updated guidance each year and ongoing access to your advisor. Whether your goals shift, your income changes, or something unexpected comes up, we’ll revisit your plan together and keep you on the best path forward.
For now, our services are only available to clients currently residing inside the US.
Easy—just email support@domainmoney.com.
Domain Money is a team of CFP® professionals on a mission to make best-in-class financial advice accessible—without the complexity, hidden fees, or product sales you’ll typically find elsewhere. Our advisors act as fiduciaries, always putting your best interests first. We don’t manage your assets, sell investment products, or earn commissions—so our advice is 100% objective. Financial planning and investment advice are provided through Domain Money Advisors, LLC, a registered investment advisor with the U.S. Securities and Exchange Commission (SEC).
