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Copper Beech Financial Group, LLC

EST. AUM
$197,401,454

CONTACTS
1

CLIENT ACCOUNTS
584

Firm Details

Metro area Philadelphia
CRD Number 313156
Website copperbeechfg.com
Client types

Overview

Copper Beech Financial Group is a boutique multi-family office and wealth advisory firm based in Moorestown, New Jersey. The firm specializes in generational wealth transfer strategies, acting as a "Family CFO" to high-net-worth families across the United States. Copper Beech offers holistic, long-term planning solutions that align family values with financial goals, while providing centralized oversight and coordination of estate, tax, investment, and risk management strategies.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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