LeadIQ logo
Learn more at LeadIQ.com
Copper Beech Financial Group, LLC logo

Copper Beech Financial Group, LLC Employee Directory

Financial ServicesNew Jersey, United States2-10 Employees

Copper Beech Financial Group, LLC operates in the financial services sector with a focus on comprehensive wealth management for families. The firm functions as a family CFO and provides family office services centered on tax efficiency, asset protection, and governance, collaborating with clients and their trusted advisors to design a generational wealth plan. Its aim is to protect, preserve, and grow wealth across generations while incorporating family values and ensuring these values are carried forward, with the firm coordinating the work of external advisors to streamline financial decisions.

Based in Moorestown, New Jersey, the company serves families that seek coordinated, advisor-led guidance for managing wealth. It operates with a small team and relies on relationships with external specialists: securities are offered through American Portfolios Financial Services, Inc., and investment advisory and financial planning services are provided through American Portfolios Advisors, Inc. Copper Beech is unaffiliated with APFS and APA.

Find Copper Beech Financial Group, LLC employees' phone numbers or email addresses

Copper Beech Financial Group, LLC Global Highlights

Location
Employees

North America
11

Minus sign iconPlus sign icon
  • United States Of America
    11

Copper Beech Financial Group, LLC's Leadership

  • Chief Compliance Officer at Copper Beech Financial Group, LLC
    M. J. P.
    Chief Compliance Officer
    Mobile Phone
  • Managing Partner at Copper Beech Financial Group, LLC
    J. J. P.
    Managing Partner
    Mobile Phone
  • Operations Manager at Copper Beech Financial Group, LLC
    L. G.
    Operations Manager
    Mobile Phone
  • Associate Advisor at Copper Beech Financial Group, LLC
    C. B.
    Associate Advisor
    Mobile Phone
  • Registered Assistant at Copper Beech Financial Group, LLC
    J. M.
    Registered Assistant
    Mobile Phone
  • Family Office Concierge at Copper Beech Financial Group, LLC
    L. S.
    Family Office Concierge
    Mobile Phone
  • Employee at Copper Beech Financial Group, LLC
    M. D.
    Mobile Phone

Copper Beech Financial Group, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Legal
  • Other
  • Business

Contact profiles from Copper Beech Financial Group, LLC

Name
Title
Contact
Location
Last Update
  • Chief Compliance Officer at Copper Beech Financial Group, LLC
    M. J. P.
    Chief Compliance Officer
    Mobile Phone
    United States, New Jersey
    Oct 16, 2025
  • Managing Partner at Copper Beech Financial Group, LLC
    J. J. P.
    Managing Partner
    Mobile Phone
    United States, New Jersey
    Nov 03, 2025
  • Operations Manager at Copper Beech Financial Group, LLC
    L. G.
    Operations Manager
    Mobile Phone
    United States, New Jersey
    Dec 12, 2024
  • Associate Advisor at Copper Beech Financial Group, LLC
    C. B.
    Associate Advisor
    Mobile Phone
    United States, Mississippi
    Apr 14, 2026
  • Registered Assistant at Copper Beech Financial Group, LLC
    J. M.
    Registered Assistant
    Mobile Phone
    United States, New Jersey
    Apr 16, 2026
  • Family Office Concierge at Copper Beech Financial Group, LLC
    L. S.
    Family Office Concierge
    Mobile Phone
    United States, New Jersey
    Oct 17, 2024
  • Employee at Copper Beech Financial Group, LLC
    M. D.
    Mobile Phone
    UNITED STATES
    Jul 12, 2023

Frequently Asked Questions

What is Copper Beech Financial Group, LLC known for?

Minus sign iconPlus sign iconCopper Beech Financial Group, LLC operates in the Financial Services industry. Explore Copper Beech Financial Group, LLC's company overview page for more information.

What is Copper Beech Financial Group, LLC's most common email format?

Minus sign iconPlus sign iconCopper Beech Financial Group, LLC employees' email format typically follows the pattern of FLast@cbfgllc.com. Trying to find reliable and up-to-date employee contact data? Find more Copper Beech Financial Group, LLC email formats with LeadIQ.

How many employees does Copper Beech Financial Group, LLC have currently?

Minus sign iconPlus sign iconCopper Beech Financial Group, LLC has approximately 8 employees as of September 2026. These team members are located across 1 continents, including North America.

Who are Copper Beech Financial Group, LLC's key employees and leadership?

Minus sign iconPlus sign icon

As of September 2026, Copper Beech Financial Group, LLC's key employees include:

  • Chief Compliance Officer: M. J. P.
  • Managing Partner: J. J. P.
  • Operations Manager: L. G.
  • Associate Advisor: C. B.
  • Registered Assistant: J. M.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.