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 serves individual and high‑net‑worth families, as well as pension, profit‑sharing and 401(k) plans, charitable organizations, and businesses. The firm offers financial planning, discretionary portfolio management, retirement plan consulting, implementation of insurance products, and a digital currency management service that can hold Bitcoin and Ether in separately managed accounts. The firm’s process begins with a values‑driven planning conversation and the construction of household‑level investment policies; portfolios are implemented using model allocations maintained in a trading system called Eclipse and typically employ U.S. equities, government bonds, mutual funds, and ETFs. Investment decisions blend fundamental research (including sources cited like BlackRock, Zacks, and Morningstar), technical signals (including DP Strategies), and access to third‑party sub‑advisory management through a Dimensional UMA arrangement. Copperleaf’s ownership and industry relationships distinguish it from many peers: it is a subsidiary of Brookstone Capital Management with corporate ties into AmeriLife and related IMO arrangements, and several team members are licensed insurance agents who may recommend annuities and other insurance products. The firm also maintains sub‑advisory and solicitation relationships (for example with Dimensional and Wealthportrait), requires custody through Fidelity or Interactive Brokers while supporting held‑away account management via a technology provider, and offers direct digital‑asset SMAs custodied at Gemini or Alto.

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.