A Legacy of Trust


    Since the 1970s, Copeland Financial has been a client-focused financial advisory firm. We believe in educating our clients and giving them the knowledge they need to make wise decisions. We deliver honest, candid, and sometimes tough advice to help set realistic expectations and keep you on track toward your goals..

    Our History

    Larry founded the firm in 1975 and Jim joined the family business in 2006, continuing the tradition of serving his community.

    We have been helping clients achieve their financial goals for more than four decades now. We are an experienced firm with client-focused values. We’ll help you define your needs and goals and implement strategies with your distinct situation at the core of every recommendation.