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Copperwood Financial

EST. AUM
$119,633,000

CONTACTS
2

CLIENT ACCOUNTS
795

Firm Details

Metro area Chicago
CRD Number 310859
Website copperwoodfinancial.com
Client types

Overview

Copperwood Financial, Inc. is an independent fee-based financial planning and wealth management firm focused on serving a diverse client base that includes business owners, medical professionals, executives, federal employees, and professional athletes and entertainers. The firm emphasizes crafting personalized financial plans that incorporate comprehensive elements such as Social Security, Medicare optimization, pensions, tax planning, and retirement income strategies rather than solely focusing on investment performance. Acting as a fiduciary, Copperwood Financial seeks to build long-term relationships by aligning its advice with clients’ best interests and helping them grow, protect, and transfer wealth over time. Its holistic approach integrates financial planning, investment management, and strategic tax planning to support clients’ life goals.

Platform Details

Investment Preferences

Alternative Activity

Address

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

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