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Why Work With Us

Our holistic approach to wealth management includes a plan that is designed to integrate and enhance every aspect of your financial life.

This is true wealth management – a comprehensive approach that goes beyond just investment advice.

Copper Leaf Financial’s team of experienced Advisors include CERTIFIED FINANCIAL PLANNER™ professionals. CFP®s possess one of the most rigorous certifications for financial planning knowledge.

Top row, left to right: Bret L. Hodgdon, CPA, CFP®, CFE, CGMA, Partner, Breanna Sykes, CFP®, Senior Wealth Advisor

Bottom row, left to right: Jackie Winkler, Associate Wealth Advisor, John W. Davis, CPA, CFP®, PFS, CEPA, Founding Partner, Ashlee Solarczyk. CFP®, CWS®, Wealth Advisor, Maia Furnari, Operations Specialist

We are 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.

Have the peace of mind that comes with knowing you are receiving fee-only, fiduciary advice.

Williston Office

33 Blair Park Road
Suite 203
Williston, VT 05495

P: 802-878-2731
F: 802-876-1864

Rutland Office

225 South Main Street
Rutland, VT 05702

P: 802-775-7132