Welcome to Copper Financial Group

We help build, manage, preserve and transition wealth for businesses, non-profits, families and investors.

To help our clients live well and sleep well, we put them and their goals first. We are passionate about showing individuals and their families how to discover and achieve their life, retirement, and financial goals. We walk the path alongside our clients to help them stay on track regarding their goals while adjusting to new life circumstances as they arise. With our unique boutique business, we truly enjoy helping people accumulate, grow, preserve, and transfer their wealth.

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