Copper Leaf Financial

Financial ServicesVermont, United States2-10 Employees

Financial Advisors in Vermont proudly serving clients throughout the country. 
Our team includes CERTIFIED FINANCIAL PLANNER™️ professionals, fee-only, independent, objective, and act as fiduciaries. 
True Wealth Management - We take the time to deliver true wealth management, not just investment advice. We spend our days addressing your most significant financial concerns and planning for the future, helping you make smart decisions with your money, minimize the impact of income and estate tax, plan for transferring assets to the next generation, manage risks from third parties, and coordinate plans to make significant charitable gifts. 
We specialize in sustainable investing, strategic philanthropic giving, and we provide holistic retirement plan solutions to business owners.

Sign up for free to view info

Email Format Employee directory