Copper Leaf Financial is a fiduciary financial advisory firm based in Williston, VT, offering a holistic approach to wealth management. With over 30 years of experience, their team of CERTIFIED FINANCIAL PLANNER professionals provides customized financial planning and investment services, focusing on integrating every aspect of their clients' financial lives.
Committed to acting in their clients' best interests, Copper Leaf Financial follows the fiduciary standard and is a member of the National Association of Personal Financial Advisors (NAPFA). They offer a wide range of resources, including articles, insights, brochures, and webinars, covering topics such as sustainable investing and retirement planning. Their innovative and people-focused approach sets them apart in the industry.
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