Founded on the principle of acting as a fiduciary, Copper Rock Financial is a wealth management firm dedicated to providing objective, client-centered financial advice. The company specializes in creating comprehensive financial plans that cover retirement, investment management, tax strategies, and estate planning. As a fee-only advisor, their revenue comes directly from clients, not from commissions on financial products, which is intended to align their interests with those of their clients and minimize conflicts of interest.

Founded in

United States