A complete list of active advisors currently associated with COPIA Wealth Management

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

COPIA Wealth Management, LLC is a registered investment adviser that serves individual clients — including both high-net-worth and non-high-net-worth households — as well as plan participants, pension/profit-sharing plans, and small businesses. The firm offers discretionary and non-discretionary portfolio management, typically paired with financial planning, and provides participant account management services for held-away retirement accounts. COPIA’s investment process is suitability-driven, gathering detailed client information (age, income, net worth, tax status, investment experience, liquidity needs, time horizon, and risk tolerance) to implement diversified, ETF-focused model portfolios across a range of risk profiles. Where authorized, the firm manages accounts on a discretionary basis, conducts periodic reviews (at least annually), and uses a third-party platform (Pontera) to review and rebalance connected participant accounts without taking custody. A notable characteristic of COPIA is its common-ownership affiliation with Copia Accounting, which provides tax-preparation and filing services and may be recommended to clients; the brochure discloses this reciprocal referral arrangement as a potential conflict of interest, while noting clients are not required to use either firm. The firm also routinely directs clients to Charles Schwab for custody and execution and may combine household accounts to establish fee breakpoints, practices that can influence execution choices and fee outcomes compared with some peers.

To learn more about the advisors currently working at COPIA Wealth Management, 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.