Our holistic approach to wealth management includes a plan that is designed to integrate and enhance every aspect of your financial life: from tax planning to estate planning to risk management to retirement funding to charitable giving and beyond. By understanding and aligning these critical components of financial health, we are able to help you reach your most important goals.
Copper Leaf Financial is an affiliated and separately registered entity of Davis & Hodgdon CPAs. For those of you who may be new to Copper Leaf Financial, we believe in developing sound strategies for your future. We look forward to the opportunity of learning the type of advisory services you are seeking and sharing exactly how we can help you now and in the years to come.
We’ve become a key player and trusted advisor to our clients – in all of their financial issues – not just tax or investments.
You are encouraged to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us at firstname.lastname@example.org or call us at (802) 878-2731.
At Copper Leaf Financial, we work with you over the long term. We develop a plan that acts as a roadmap - and evolves over time. It reflects changes in your life and your goals. We can alleviate that sinking and overwhelming feeling that keeps you up at night trying to decide where and how to invest for your future. A proper plan enables you to invest the same way we do: broad diversification, low costs and appropriate levels of risk. We prize evidence over emotion and we value academic and market research over fluctuating opinions.
Is your financial advisor a fiduciary? Copper Leaf Financial is a member of the National Association of Personal Financial Advisors (NAPFA). As members we are held to the fiduciary standard which ensures that we act in your best interest.
Another point of differentiation is knowing you have a customized financial plan that is designed to integrate and enhance every aspect of your financial life: from tax planning to estate planning to risk management to retirement funding to charitable giving and beyond. By understanding and aligning these critical components of financial health, investors and their families substantially improve the odds of reaching their most important goals.
Since we are not commission-based nor tied to any one vendor, we can suggest the proper financial products that will help achieve your goals. That kind of freedom changes everything. You’re looking for unbiased, sound planning and that’s what we deliver. We offer planning for a lifetime, a well-diversified portfolio and responsible asset allocation.
In short, you will reap the benefits of:
Many investors assume their financial advisor makes recommendations based on their best interests. Unfortunately, that's not always the case. Many advisors are only required to recommend what is suitable, not what is best. For more information please click here.