Guiding Your Path to Success.
Meet Copper Leaf Financial.
Copper Leaf Financial is a leading Vermont based Registered Investment Advisor (RIA), committed to both exceeding our Clients’ expectations and ensuring that our talented team has opportunities for development and work/life balance.
Continuous Learning & Advancement
We value and support learning and encourage employees to acquire new skills and knowledge to improve their job performance and advance their careers.
At Copper Leaf Financial there are various opportunities for employees to learn and develop such as training sessions, workshops, buddy/partner systems, online learning platforms, and other educational and growth resources.
A big part of our culture is open and continuous communication. A prominent component of this system is that feedback is given regularly (both from and to staff), and there is a focus on helping employees at all levels identify areas for improvement and set goals for personal and professional growth.
It is our continuous learning work environment that encourages innovation as employees are encouraged to experiment with new ideas and approaches. All of this with the goal to help advance the Firm and the services provided to our clients.
We value our ability to be an example of resilient growth and consistent success. Our core values have guided us for over 30 years and ensure that we are able to consistently serve our growing team of associates and clients.
We are a Firm 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 focused on doing the right thing for our clients, staff and community.