Our Story

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.

Client Centered

Our Story

 

Founded by a teacher and coach, we have always believed in the power of education.

We’ll help you face life’s transitions with greater confidence. Whether it’s a job change, a divorce, the loss of a loved one, or shifting into retirement, we’ll help make sense of your financial options, set your priorities, and guide you through tough decisions on the path toward your dreams.

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.

Sit Aspernatur Aut Odit

Our Philosophy

 

We’re financial professionals who put our clients’ needs first. We listen carefully to your goals, fears, and dreams, and we serve as your calm financial guide, taking the emotion out of your investing decisions and keeping you grounded in your long-term goals.

Start the Conversation

Let’s start talking about your financial goals and how we can help you pursue them.

Contact Us