Copperwood Financial, Inc.
WHY CHOOSE US?
As a client of Copperwood Financial, you are not just a number in our spreadsheet. We focus on building a genuine relationship with you, supporting your financial dreams, and making your success our mission.
As independent financial planners, we work solely in your best interest so that our financial plans can comprehensively address your current and future needs. We’re not here to sell you a certain product, we’re here to be your partner in financial planning.
The financial advice we provide incorporates more than just blanket risk and investment management ideas. It is built around a comprehensive and realistic financial plan and focuses on minimizing taxes and costs while simultaneously maximizing benefits. Our clients are entrepreneurs, medical professionals, and Federal Employees who need the kind of specialized experience and insight we possess to address their unique wealth planning and succession needs.
A TEAM WITH THE RIGHT CREDENTIALS
We are CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals who understand the responsibility that comes with safeguarding your financial future and this work is something we never take for granted. In addition to the CFP Board’s Code of Ethics and Standards of Conduct, we are also bound by an internal ethical value system that guides and shapes our mission and workplace principles.
We do the right thing for our clients because that's the right way to do business.
Larry started Copperwood Financial with the vision that providing quality financial planning shouldn’t be focused around trying to sell a certain set of products to someone. [Click to read more]
Senior Wealth Advisor
Pai has over 23 years of industry experience alleviating his client’s financial anxieties by streamlining their short-term and long-term goals. His expertise is in retirement planning [Click to read more]
Katie is the superstar behind the scenes at Copperwood Financial. She’s the friendly voice you’ll hear on the phone scheduling meetings, filing paperwork, and making sure that everything runs smoothly. [Click to read more]