Copper Leaf Financial is a fee-only, fiduciary registered investment advisor, serving clients nationwide from offices in Williston and Rutland, VT. The firm provides true wealth management to successful business owners, professionals and families seeking tax-aware, holistic, evidence-based planning and advice. The firm includes a leadership team with licensed CPAs and Certified Financial Planner® professionals who can contribute an unparalleled understanding of how taxes impact your decisions about retirement, estate planning, investments, and insurance.
*Copper Leaf Financial is an affiliated and separately registered entity of the Davis & Hodgdon Advisory Group.