Copper Beech Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$108,458,050
Clients
118
Advisors
3
of 9 employees
About
Copper Beech Financial Group provides discretionary portfolio management, financial planning, family office services, and standalone financial audit work for individuals (including high‑net‑worth clients), pension and profit‑sharing plans, insurance companies, and business entities. The firm documents client objectives and risk tolerance in written investment policy statements and may recommend third‑party sub‑advisers and model portfolios for implementation.
The firm tailors investment programs to each client’s goals and time horizon, exercising discretionary trading authority when authorized and conducting periodic reviews at least annually. Its investment process draws on quantitative optimization, third‑party research and model strategies (including a sub‑advisory relationship with SEI/SIMC), and can include mutual funds, ETFs, fixed income, private placements, annuities, pooled vehicles, and management of variable universal life sub‑accounts.
Copper Beech is notable among similarly sized supported firms for the breadth of its non‑investment affiliations and activities: it has an affiliated insurance agency and insurance‑licensed staff who may sell commissionable insurance products, certain advisory personnel are registered representatives of a broker‑dealer and may receive commissions, and it offers lending and cash‑management solutions through a third‑party intermediary that shares revenue with the firm. The firm also discloses legal services provided by a licensed attorney associated with the firm and a suite of family office and financial audit offerings, features that are less common among peers focused solely on asset management.
Client services
Expertise
Occupation focus
Fee options
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.80% $3,000,001 - $5,000,000: 0.65% $5,000,001 - $25,000,000: 0.50% $25,000,001 - > $25,000,000: 0.40%
Certain advisory professionals receive commissions for sales of securities and insurance products and up to 25% of applicable lender fees for credit and cash management solutions through UPTIQ.
Account minimum: $5,000,000 Minimum fee: Financial Audit Services: $10,000 to $20,000; Financial Planning Fees: $5,000 to $150,000; Vanilla Estate Planning Software: up to $1,500; Family Office Services: negotiated fixed fee quarterly in advance
Main office
1223 N. Church Street
Moorestown NJ 08057
Advisors at this office
3
Most active in
Arizona · California · Florida · New Jersey · North Carolina · Pennsylvania · Puerto Rico · Texas · Wyoming
Also doing business as
Copper Beech Financial Group, LLC · Varium Investment Partners
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Michael P
Series 66
Moorestown, NJ
Copper Beech Financial Group, LLC
Michael Parise is a financial advisor at Copper Beech Financial Group, LLC with 16 years of industry experience. He holds a Series 66 designation and has worked previously at firms including American Portfolios and Family Office Partners, Inc. In addition to his advisory role, Parise is a licensed life and health insurance agent and a practicing attorney who has provided legal services related to estate document drafting. Copper Beech Financial Group offers discretionary portfolio management, financial planning, family office services, and financial audits for individuals, pension plans, insurance companies, and business entities. The firm customizes investment programs to client goals, uses third-party research and model strategies, and has a variety of non-investment affiliations including an insurance agency, broker-dealer registered representatives, and legal services.
John P
Series 63
Moorestown, NJ
Copper Beech Financial Group, LLC
John Parise is a financial advisor at Copper Beech Financial Group, LLC in Moorestown, NJ, with 40 years of industry experience. He holds a Series 63 designation and has previously worked at American Portfolios Financial Services, Inc., Family Office Partners, Inc., and OSAIC. Outside of his advisory role, he manages a commercial real estate company and is involved in fixed life insurance businesses. Copper Beech Financial Group provides discretionary portfolio management, financial planning, family office services, and financial audits for individuals, pension plans, insurance companies, and businesses. The firm customizes investment programs based on client goals and uses quantitative optimization and third-party research, offering a range of investment vehicles and integrated family office and legal services.
Cody B
Series 66
Moorestown, NJ
Copper Beech Financial Group, LLC
Cody Baldwin is a financial advisor at Copper Beech Financial Group, LLC with a Series 66 designation and two years of industry experience. He has worked at Osaic Wealth, Inc. and American Portfolios Financial Services, Inc. Outside of financial advising, Baldwin serves as an ice hockey official with Atlantic District Officials. Copper Beech Financial Group provides discretionary portfolio management, financial planning, and family office services to individuals, pension and profit-sharing plans, insurance companies, and business entities. The firm uses tailored portfolios based on documented client objectives and risk tolerance, implementing strategies through in-house management and third-party sub-advisers.
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