A complete list of active advisors currently associated with Paul R. Kopey & Associates

Warmer can help you find a great advisor at Paul R. Kopey & Associates or one who fits your needs even better.

The firm provides project‑based and comprehensive financial and investment advice, planning and consulting on a fee‑only basis to trustees, executors, individuals, high‑net‑worth families, and business owners. Services include ongoing portfolio management and financial consultations as well as business advisory, administration and accounting work, and fiduciary tax‑return preparation. The firm’s investment process is individualized and goals‑based, using Investment Policy Statements to set objectives and implementing strategic and tactical asset allocations largely through mutual funds, exchange‑traded funds and select fixed‑income securities. As disclosed in the firm brochure, it managed $9.6 million of liquid client assets as of December 31, 2013 (approximately $8.1 million discretionary and $1.5 million nondiscretionary), conducts reviews on a weekly to quarterly basis depending on the engagement, and does not pursue frequent trading. What is distinctive is that the advisory practice is integrated with accounting and trust administration capabilities: the firm routinely provides principal and income accounting, recordkeeping, tax‑related services and trust administration alongside investment advice. That integration, and the regular advisory work for business owners and fiduciary clients, means the firm often combines investment management with hands‑on tax, accounting and administrative support not commonly offered by peer independent advisers.

To learn more about the advisors currently working at Paul R. Kopey & Associates, 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.