Client Login
Schedule a Call

Advisor Site Menu

Who We Are
- Our Story
- Our Team
How We Help
Resources

Advisor Site Menu

Who We Are
- Our Story
- Our Team
How We Help
Resources

Advanced Planning Team

Commonwealth Advanced Planning Team

Start the Conversation

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

Contact Us

Connect With Us

The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations.

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®.

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.

Form CRS: Client Relationship Summary

Use of Cookies: Our website uses Google Analytics to provide insight into our website and to improve the relevance of marketing. For more details about how Google uses information from sites or apps that use our services, visit google.com/policies/privacy/partners/. If you would like to opt out of Google Analytics, please visit tools.google.com/dlpage/gaoptout.

Copeland Financial 336 South Main Street, Findlay, OH 45840 | P419.423.7829 | F419.424.0554