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Coppertree Financial Planning

EST. AUM
$100,000,000

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CLIENT ACCOUNTS

Firm Details

Metro area Atlanta
CRD Number
Website coppertreefp.com
Client types

Overview

Coppertree Financial Planning is a trusted fiduciary RIA partner primarily serving established families and business owners in Northwest Georgia. The firm focuses on coordinating all aspects of a client's financial life, including investment, tax, legal, and estate planning pieces. As a fiduciary, its mission is to provide clear, personalized guidance through complex financial transitions and help clients build a lasting legacy.

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Address

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

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