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 is an SEC-registered advisory firm that manages over $1.15 billion and provides asset management, comprehensive financial planning, and tax planning and preparation for individuals (including high-net-worth clients), pension plans, trusts, estates, and other entities. The firm delivers ongoing, asset-based advisory services and also prepares tax returns as an optional offering for advisory clients and as a separate service for non-clients. Investment decisions are individualized through client interviews and an Investment Policy Statement that drives asset allocation, tax-aware implementation, and a risk-management overlay; Cooper/Haims may implement strategies through in-house management, third‑party money managers, or Separate Account Programs overseen by a monthly investment committee. The firm emphasizes ongoing communication and periodic account reviews to align portfolios with each client’s objectives and changing circumstances. Cooper/Haims is part of a larger financial-services group—owned by ESL HoldCo, a subsidiary of ESL Federal Credit Union—and discloses affiliations with a FINRA member broker‑dealer and a New York limited trust company, a structure that is relatively uncommon among comparable team firms. The brochure also notes that some advisors are licensed to sell insurance through an affiliate, that the firm offers tax preparation to non-advisory clients, and that it uses AI-enabled transcription and research tools for internal documentation and tax/planning support, all of which are described as potential sources of conflicts or operational considerations.

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.