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Fiduciary Financial Advisors.

Services

We develop a customized wealth management plan designed to integrate every aspect of your financial life. This is “true wealth management” – a holistic, all-encompassing approach that goes beyond just investment advice.

Resources

We have published many valuable and insightful materials to be used as a tool by our clients and friends.

Events & Webinars

Our events & webinars have covered a wide range of topics and guests from local and national organizations – from Estate Planning Basics to Sustainable Investing – we’ve got it covered.

Why Work With Us

Our wealth advisor and management team include CERTIFIED FINANCIAL PLANNER™ professionals. CFP®s are a type of advisor possessing one of the most rigorous certifications for financial planning knowledge.

Copper Leaf Financial is also a member of the National Association of Personal Financial Advisors (NAPFA). We are held to the fiduciary standard which ensures that we act in your best interest. Period.

Disclosure Brochures & Policies

Our Services

Virtual Townhall Events

Copper Leaf Financial Virtual Townhall Events

Our townhalls have covered a wide range of topics and guests from local and national organizations – from Estate Planning Basics to Sustainable Investing and so much more!

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Meet the Team

Meet Our Team

Resources

We offer an extensive library of resources for our clients and friends.

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Articles & Insights
Brochures & Worksheets
White Pages & Other Resources

Our Story.

For over 30 years we’ve served clients throughout northern New England, upstate New York, and beyond. During that time we’ve grown into a team of like-minded and driven individuals – all of whom embody the firm’s core values which guide us in our interactions with each other, our clients and our community.

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We are a Firm made up of curious and inquisitive individuals. We are a solution-based organization that seeks continuous improvement. As individuals and collectively as a group we have the ability to think outside of the box with the goal of creating efficiencies and solving problems all while providing value for our firm and our clients.

We are fully committed to proactively helping our clients and staff. We are invested in their success. Our clients benefit from our deep focus and thoughtful problem solving that begins with our innovative approach and continues with our commitment to ensure that the work is completed with accuracy.

We are always focused on doing the right thing for our clients, staff, and community.