A complete list of active advisors currently associated with Canopy 360 Wealth, LLC

Warmer can help you find a great advisor at Canopy 360 Wealth, LLC or one who fits your needs even better.

Canopy 360 Wealth, LLC provides investment advisory and financial planning services to individuals and small businesses through both discretionary and non-discretionary managed accounts. The firm offers portfolio management across cash, stocks, mutual funds, bonds and annuities, alongside financial planning and consulting such as risk assessment and estate planning, and does not impose a stated account minimum. The firm tailors advice to each client’s objectives, time horizon and risk tolerance, using methods that include asset allocation, dollar‑cost averaging, technical analysis and both long‑ and short‑term purchases, with accounts reviewed at least quarterly. Canopy 360 typically recommends custodians such as Charles Schwab and Raymond James and integrates portfolio management with tax and planning conversations, advising clients to consult tax professionals as part of its process. Notably, Canopy 360 is affiliated with an accounting and consulting firm, Lindsay, Crabb & Associates, LLC, and may recommend that affiliate for tax and accounting work — a relationship the firm discloses as a potential conflict of interest. The firm also sponsors a wrap fee program for some discretionary accounts and uses a third‑party platform to manage held‑away retirement assets, features that are less common among peer team firms.

To learn more about the advisors currently working at Canopy 360 Wealth, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.