Copper Leaf Financial Email Format
Financial ServicesVermont, United States2-10 Employees
Copper Leaf Financial is a small financial services practice based in Williston, Vermont, serving clients across the United States. Its team includes CERTIFIED FINANCIAL PLANNER™ professionals and operates on a fee-only, independent model with fiduciaries guiding client interests. The firm positions its work as true wealth management, aiming to address major financial concerns and long-term planning beyond investment selection, such as tax optimization, asset transfers, risk management, and coordinating charitable giving. It focuses on sustainable investing, strategic philanthropic giving, and comprehensive retirement plan solutions for business owners. In July 2024, Copper Leaf Financial announced the promotion of Maia Furnari to Firm Administrator.