Skip to content
  • Make an Appointment
  • 802-878-2731
  • Client Login
Copper Leaf Financial
  • ServicesExpand
    • Financial Planning
    • Investment Services
    • Sustainable Planning & Investing
    • Charitable Giving
    • Business Owners & Self-Employed Individuals
    • Retirement Plans
    • Foundations & Trusts
    • Tax Analysis
  • ResourcesExpand
    • Articles & Insights
    • Brochures & Worksheets
    • Whitepapers
  • Events & Webinars
  • About UsExpand
    • Our Story
    • Our Team
    • Disclosure Brochures and Policies
    • Our Process & Fee Structure
    • Strategic Partners & Affiliations
    • Community Outreach
    • Careers
    • Contact Us
  • Contact Us
Copper Leaf Financial

Medicare

Clarifying Medicare Options
Articles & Insights

Clarifying Medicare Options

Health care touches everyone’s financial life, but it becomes particularly…

Read More Clarifying Medicare OptionsContinue

Copper Leaf Financial’s 2025 Medicare FAQ: Your Go-To Guide for Clarity & Confidence
Articles & Insights

Copper Leaf Financial’s 2025 Medicare FAQ: Your Go-To Guide for Clarity & Confidence

Copper Leaf Financial’s newly revised “Medicare FAQ” for 2025 is…

Read More Copper Leaf Financial’s 2025 Medicare FAQ: Your Go-To Guide for Clarity & ConfidenceContinue

Everything You Need to Know About Medicare, In One Place
Whitepapers

Everything You Need to Know About Medicare, In One Place

Navigating the ins and outs of Medicare can be complex,…

Read More Everything You Need to Know About Medicare, In One PlaceContinue

Subscribe to Newsletter

Name
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

One Big Beautiful Bill: A Summary for Tax Planning

READ MORE One Big Beautiful Bill: A Summary for Tax Planning

LGBTQ+ & Finance: Empowering Financial Confidence with Inclusive Planning Strategies

READ MORE LGBTQ+ & Finance: Empowering Financial Confidence with Inclusive Planning Strategies

Lake Champlain Chamber Celebrates Graduation of Leadership Champlain Class of 2025

READ MORE Lake Champlain Chamber Celebrates Graduation of Leadership Champlain Class of 2025

Financial Decisions Require Two Voices: A New Era of Money & Marriage

READ MORE Financial Decisions Require Two Voices: A New Era of Money & Marriage

8 Questions to Ask When Choosing a Fiduciary Advisor

READ MORE 8 Questions to Ask When Choosing a Fiduciary Advisor

Tax-Smart Investing Strategy: Asset Location

READ MORE Tax-Smart Investing Strategy: Asset Location

Connect

There’s a lot of white noise and commotion out there, so let us be your personal curator for all things financial!

Contact us
Subscribe to Our Newsletter
Facebook
LinkedIn

Join the Team

We offer a competitive compensation and benefits package including attractive incentives and a healthy work-life balance.

View Open Positions

Williston Office:
33 Blair Park Road Suite 203, Williston, VT 05495

Rutland Office:
225 South Main Street, Rutland, VT 05701

Phone:
802-878-2731

Quick Links

  • Client Login
  • Client Questionnaire
  • Events & Webinars
  • Articles & Insights
  • Brochures & Worksheets
  • Whitepapers
  • Contact Us

Services

  • Financial Planning
  • Sustainable Planning & Investing
  • Charitable Giving
  • 401(k) Retirement Plans
  • Foundations & Trusts
  • Tax Analysis

About Us

  • Mission & History
  • Our Team
  • Disclosure Brochures and Policies
  • Strategic Partners & Affiliations
  • Community Outreach
  • Our Process & Fee Structure
  • Careers

© 2025 Copper Leaf Financial. All Rights Reserved   |   Privacy Policy   |   Disclosure Brochures  |   Website by Bytes.co

Facebook Linkedin YouTube
Access FinancialInventory-Worksheet.pdf

Please fill out the form below to access the document.

Your Name(Required)
Your Email Address(Required)
Access Survivor-Checklist.pdf

Please fill out the form below to access the document.

Your Name(Required)
Your Email Address(Required)
Access Medicare-FAQ.pdf

Please fill out the form below to access the document.

Your Name(Required)
Your Email Address(Required)
Access PFP-Scorecard.pdf

Please fill out the form below to access the document.

Your Name(Required)
Your Email Address(Required)
Scroll to top
Search
  • Services
    • Financial Planning
    • Investment Services
    • Sustainable Planning & Investing
    • Charitable Giving
    • Business Owners & Self-Employed Individuals
    • Retirement Plans
    • Foundations & Trusts
    • Tax Analysis
  • Resources
    • Articles & Insights
    • Brochures & Worksheets
    • Whitepapers
  • Events & Webinars
  • About Us
    • Our Story
    • Our Team
    • Disclosure Brochures and Policies
    • Our Process & Fee Structure
    • Strategic Partners & Affiliations
    • Community Outreach
    • Careers
    • Contact Us
  • Contact Us
  • Make an Appointment
  • 802-878-2731
  • Client Login
Search