Coppertree

Coppertree(R), LLC is an independent financial planning and investment management firm. Our primary objective is to make planning and investing less complicated, less expensive and more useful. It's our job to help you cut through the sales gimmicks, high-priced investment products and made-up professional titles so you can reap the long-term benefits of no-nonsense planning that works.

We call it "Connected Planning." We are our own boss and wouldn't have it any other way. What does this mean for you? This means you get authentic, unbiased financial advice without the harmful conflicts of a larger firm pushing products and higher fees into the process. Because we don't have to share revenue with a big, bossy company, we can pass those savings along to our clients (and we do).