Skip to content

Make an Appointment
802-878-2731
Client Login

Services
Resources
About Us
Contact Us

Staff

Articles & Insights | News

Meet the Associate: Erica Dixon

Meet the Associate: Erica Dixon Erica Dixon joined Copper Leaf…

Read More Meet the Associate: Erica Dixon

Subscribe to Newsletter

Name

First Last

Email(Required)

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

Beware: Most Recent ID Theft & Scam Alerts and How to Safeguard Yourself

READ MORE Beware: Most Recent ID Theft & Scam Alerts and How to Safeguard Yourself

The Financial Literacy Basics Everyone Should Understand

READ MORE The Financial Literacy Basics Everyone Should Understand

Promoting Personal Finance Wellness: One Student at a Time

READ MORE Promoting Personal Finance Wellness: One Student at a Time

How Your Investments Are Taxed: A Simple Guide for Investors

READ MORE How Your Investments Are Taxed: A Simple Guide for Investors

A Personal Lesson in Check Fraud Prevention

READ MORE A Personal Lesson in Check Fraud Prevention

Meet the Advisor: Breanna Sykes, CFP®

READ MORE Meet the Advisor: Breanna Sykes, CFP®

Connect

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

Subscribe to Our Newsletter

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

© 2026 Copper Leaf Financial. All Rights Reserved | Privacy Policy | Disclosure Brochures | Website by Bytes.co

Access FinancialInventory-Worksheet.pdf

Please fill out the form below to access the document.

Your Name(Required)

First Last

Your Email Address(Required)

Email Address Confirm Email Address

Access Survivor-Checklist.pdf

Please fill out the form below to access the document.

Your Name(Required)

First Last

Your Email Address(Required)

Email Address Confirm Email Address

Access Medicare-FAQ.pdf

Please fill out the form below to access the document.

Your Name(Required)

First Last

Your Email Address(Required)

Email Address Confirm Email Address

Access PFP-Scorecard.pdf

Please fill out the form below to access the document.

Your Name(Required)

First Last

Your Email Address(Required)

Email Address Confirm Email Address

Search for:

Services
Resources
About Us
Contact Us

Make an Appointment
802-878-2731
Client Login

Search for: