A complete list of active advisors currently associated with Cooper/Haims Advisors, LLC

Warmer can help you find a great advisor at Cooper/Haims Advisors, LLC or one who fits your needs even better.

Cooper/Haims Advisors provides ongoing, fee-based investment advisory services and financial planning to individuals (including high-net-worth clients), pension and profit-sharing plans, trusts, estates, and other entities. Services described in the brochure include comprehensive financial planning, tax planning and preparation, portfolio management, and the use of third‑party money managers and separate account programs to implement client strategies. The firm’s investment approach emphasizes customized asset allocation and an individualized Investment Policy Statement, a risk‑management overlay, tax considerations, and periodic oversight by a monthly investment committee; portfolios may include mutual funds, ETFs, individual securities, bonds, and separate account managers and can be managed on a discretionary or non‑discretionary basis. Cooper/Haims also uses third‑party technology tools — including AI‑enabled transcription, summarization, and tax research tools — to support planning and documentation, with human review of outputs before delivery to clients. Cooper/Haims is owned by ESL HoldCo, LLC, with ESL Federal Credit Union as the ultimate parent, and has affiliated entities that include a FINRA broker‑dealer (ESL Investment Services), an SEC‑registered adviser (Alesco Advisors), and ESL Trust Services, LLC, a limited trust company; those affiliations can influence implementation options and create potential conflicts of interest. The brochure also discloses that the firm offers tax preparation services to non‑clients, that certain advisors may sell insurance products for commissions, and that the firm can be deemed to have custody in fee‑deduction or SLOA arrangements and follows related oversight procedures (including third‑party surprise exams for trustee accounts).

To learn more about the advisors currently working at Cooper/Haims Advisors, 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.