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. provides discretionary investment management and financial planning to individuals, businesses, family trusts and not‑for‑profit organizations, and offers advisory services on alternative private investments for accredited investors. The firm typically implements client mandates by selecting and monitoring third‑party asset managers (sub‑advisors and TAMPs) and prepares individualized financial action plans based on client meetings and questionnaires. Clients grant the firm discretion to hire, replace and allocate among sub‑advisors, and the firm evaluates managers on factors such as management style, fees, reputation, performance and senior management experience while monitoring for changes in client objectives. Financial planning services address topics including cash and money management, tax and estate planning, insurance assessment, and ongoing due diligence and monitoring for private placements. The brochure discloses that the firm’s principal also acts as an independent insurance agent through an affiliated insurance entity and receives separate commissions for insurance and annuity sales, a disclosed conflict the firm says it manages. With roughly $19.7 million in discretionary AUM and three advisors, the firm’s use of a paid lead‑generation/marketing service that promotes the firm’s materials (a form of paid endorsement) together with its affiliated insurance activities distinguishes it from many peers.

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.