Proceeding With Confidence
At Copper Leaf Financial, we take a holistic approach to wealth management for business owners, high net worth individuals, and their families.
Copper Leaf Financial is an affiliated and separately registered entity of Davis & Hodgdon Advisory Group. 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 about our firm, please feel free to email us at [email protected] or call us at (802) 878-2731.
True Wealth Management
We recognize that certain turning points in your life like the sale of a business, financing your children’s education, or your retirement, require careful financial planning. We’ll work with you with the objective to achieve your financial ambitions and maintain your lifestyle during retirement while carefully preserving wealth for the next generation.
The aim of our wealth management services is to take proactive steps that will align your finances to meet your personal objectives. To accomplish this, we’ll meet with you to discuss your concerns and learn all we can about your financial aspirations and life goals.
We then start to build a comprehensive plan that will attempt to safeguard assets throughout your life and transfer wealth to your beneficiaries with minimal tax implications. This proposal may include succession planning, estate planning and investment management. As your wealth grows and your circumstances change, we’ll adjust this plan accordingly so you can have the peace of mind of knowing that you are taking the necessary steps to help financially protect your family in the years to come.
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.
How We’re Different
Since we are not commission-based or 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:
- An integrated, written, comprehensive plan that includes all aspects of your finances
- Knowing you have an action plan in place as you work toward achieving your financial goals and protecting your family, even in unexpected situations
- A foundation upon which to make future tax and investment decisions
- A lifetime plan that evolves as your life does and reflects all changes along the way
- Access to a group of professionals that includes CPAs and CFP®s
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 can improve the odds of reaching their most important goals.
We’re With You for the Long Term
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. 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.
What is a Registered Investment Advisor (RIA)?
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.
Do something wise today
Schedule a time for a free consultation.