Ronald Copley is a CFA® charterholder with 14 years of industry experience. He has been with Copley Investment Management, LLC since 1985. He also provides business valuation and expert witness services on a limited basis. Copley Investment Management primarily serves individuals and families, as well as small businesses and qualified retirement plans. The firm uses a top-down, diversified investment approach focused on client-specific risk tolerance and employs ETFs to minimize fees.

Justin Burgess is a financial advisor with Copley Investment Management, LLC in Wilmington, NC. He holds a Series 66 designation and has 11 years of industry experience, all with Copley since 2015. Copley Investment Management serves individuals, families, small businesses, and qualified retirement plans, offering portfolio management, financial planning, business valuation, expert witness services, and international consulting. The firm uses a top-down, diversified investment approach centered on ETFs and client-specific risk tolerance, with quarterly portfolio reviews and discretionary authority to address liquidity, tax, and time-horizon considerations.

Luke Widmar is an advisor at Copley Investment Management, LLC in Wilmington, NC, holding a Series 65 designation. He has prior work experience at Dupont Registry, Porsche Wilmington, and UNC Wilmington, totaling four years of employment across these roles. Copley Investment Management serves individuals, families, small businesses, and qualified retirement plans, offering portfolio management, financial planning, business valuation, expert witness services, and international consulting. The firm uses a top-down, diversified investment approach with a focus on client-specific risk tolerance and employs ETFs to minimize fees.