A complete list of active advisors currently associated with Copia Wealth Management Advisors, Inc.

Warmer can help you find a great advisor at Copia Wealth Management Advisors, Inc. or one who fits your needs even better.

Copia Wealth Management Advisors, Inc. serves primarily individual households and manages approximately $19.7 million on a discretionary basis for about 86 clients through a small advisory team. The firm offers discretionary portfolio management through third‑party asset managers and TAMPs, comprehensive or issue‑based financial planning, and ongoing due diligence and monitoring for certain privately issued securities for accredited investors. Copia implements client strategies by selecting, allocating among, and monitoring sub‑advisors, exercising discretion to hire, fire or reallocate managers as client needs change. Its stated research process is a mosaic approach that blends fundamental, technical and cyclical analysis, and it conducts periodic reviews and event‑driven monitoring to adjust strategies and financial plans. A notable feature of the firm is the principal’s role as a licensed insurance agent who sells insurance and annuity products through an affiliated insurance entity and may receive commissions for those sales; the brochure discloses this potential conflict alongside language describing the firm as fee‑only. The brochure also highlights client advocacy themes (describing an aim to deliver “Raving Fan” service) and the firm’s willingness to advise on alternative and private investments—services that distinguish its business mix from many peers of similar size.

To learn more about the advisors currently working at Copia Wealth Management Advisors, Inc., 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.