Proceed with confidence

Copper Leaf Financial is a comprehensive financial services firm located in the Burlington, Vermont marketplace and proudly serves clients throughout Vermont. We are committed to helping you pursue your long-term financial success through proper planning over your lifetime and beyond.

SOUND STRATEGIES FOR YOUR FUTURE

The myriad of choices and products within financial planning can be overwhelming and lead to inertia. When you work with Copper Leaf Financial you’ll be furnished with a financial plan that we develop after you share the financial and life goals that you have for yourself, your family.

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A ROADMAP FOR YOUR GOALS

You always need a roadmap to know where you’re going. That’s why you’ll come to learn that we work with you to plan an appropriate investment approach. This approach reflects the goals and aspirations you have in mind.

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YOUR NEEDS ARE OUR FOCUS

In many cases, we already know you and your family because of our working together at Davis & Hodgdon Associates. Please feel free to call us at (802) 878-2731, request an appointment with an advisor, or email us should you have any questions.