Coppertree®, LLC is an independent financial planning and investment management firm. Our primary objective is to make planning and investing less complicated, less expensive and more useful. It’s our job to help you cut through the sales-gimmicks, high-priced investment products and made-up professional titles so you can reap the long-term benefits of no-nonsense planning that works. We call it “Connected Planning”.
We are our own boss and wouldn’t have it any other way. What does it mean for you? This means you get authentic, unbiased financial advice without the harmful conflicts of a larger firm pushing products and higher-fees into the process. Because we don’t have to share revenue with a big, bossy company, we can pass that savings along to our clients (and we do).
You’ll work with a CFP® for all your planning work as well as a team with over 65 years of investment experience – and we won't make you wait that long to start making good choices. We understand investing from an academic perspective and we’ll help you enjoy a better investment experience through education and consistency. We combine our expertise to help you develop a plan that makes sense and improves your odds at success.
Without a roadmap and a plan of action, you can expect a frustrating investment experience. Effective financial planning is much more than assembling diversified portfolios. Long-term success is a result of continuously connecting of all the many moving parts in your life to your unique and personal goals. At Coppertree, we’ll keep you educated, organized and on track.