A complete list of active advisors currently associated with Copperleaf Capital, LLC
Warmer can help you find a great advisor at Copperleaf Capital, LLC or one who fits your needs even better.
Copperleaf Capital provides advisory services to individuals, families, high‑net‑worth clients, retirement plans, charitable organizations, and businesses. Its service menu includes tailored financial planning, discretionary portfolio management, retirement plan consulting, implementation of insurance and annuity recommendations, and a digital currency management option. The firm begins client engagements with a values‑based discovery process and produces a written financial plan and personal investment policy, using planning software and a dynamic dashboard to aggregate and stress‑test accounts. Investment implementation is driven by a set of model portfolios maintained in its trading system (Eclipse) that rely mainly on U.S. equities, government bonds, mutual funds and ETFs, guided by fundamental “Four Pillars” equity selection, third‑party research, and systematic sector signals, with at least quarterly account reviews. What distinguishes Copperleaf from many peers is its integration with a broader financial services group: it is a subsidiary of Brookstone Capital Management and is connected through ownership to AmeriLife and related insurance marketing organizations, and several team members are licensed insurance agents whose sales are supported through IMO relationships. The firm also offers services that are less common for similarly sized advisers, including discretionary management of held‑away retirement accounts, access to Dimensional’s UMA program, a digital‑asset SMA program administered via Gemini/Alto, and a formal sub‑advisory/referral arrangement with another adviser.
To learn more about the advisors currently working at Copperleaf Capital, 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.
Name |
Location |
Years of experience |
|---|---|---|
Clover, SC
| 24
| |
Clover, SC
| 18
| |
Clover, SC
| 5
| |
Clover, SC
| 8
|
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