A complete list of active advisors currently associated with Copper Leaf Financial, LLC

Warmer can help you find a great advisor at Copper Leaf Financial, LLC or one who fits your needs even better.

Copper Leaf Financial is a fee-only wealth management firm that provides comprehensive financial planning, discretionary portfolio management, and advanced planning services to individuals, families, trusts, charitable organizations, and businesses. Its client base is largely mid- to late-career professionals, executives, and business owners preparing for retirement or business transitions, and the firm reports about $219.6 million in discretionary assets under management across roughly 137 client relationships with a typical account minimum of $500,000. The firm’s process emphasizes holistic financial planning that begins with an initial financial plan and a written Investment Policy Statement, followed by implementation, ongoing monitoring, and periodic rebalancing informed by Monte Carlo analysis. Portfolios are primarily implemented with passively managed mutual funds and ETFs (including securities from DFA, AQR, Bridgeway, Stone Ridge, and Vanguard), and Copper Leaf routinely uses third-party managers and service providers—such as Focus Partners Advisor Solutions and Parametric—for sub-advisory, fixed-income, back-office, and tax-managed strategies. Copper Leaf’s brochure discloses a few features that are less common among similar team firms: it is affiliated with an accounting firm (Davis & Hodgdon Associates CPAs PLC), with reciprocal referral arrangements and a discount on affiliated tax-preparation services for larger accounts. The firm also discloses the use of client testimonials in advertising and maintains a documented succession agreement assigned to The Colony Group, practices that are not typical for most peers.

To learn more about the advisors currently working at Copper Leaf Financial, 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.