Copia Wealth Management Advisors

At Copia Wealth Management, we believe that financial planning shouldn't be a gamble. Unfortunately, many people are led to believe that investing in the stock market is the best way to secure their financial future. However, we know that this approach is flawed. The stock market is nothing more than a legalized form of gambling, and it's not a reliable way to ensure a comfortable retirement.

Our Fiduciary Standard

At Copia Wealth Management, we take a different approach. We believe that financial planning should be based on contractual obligations rather than random market fluctuations. We're committed to providing a financial roadmap that prioritizes our clients' security, stability, and wealth.

Our Services

We offer a range of services designed to help individuals and families achieve their financial goals. Our team of experienced professionals will work closely with you to create a personalized plan that takes into account your unique financial situation, goals, and values. Our services include:

• Retirement Planning: We'll help you create a customized plan to ensure a comfortable retirement, free from financial stress and uncertainty.
• Wealth Management: Our experienced team will work with you to develop a comprehensive wealth management strategy that aligns with your financial goals and values.
• Financial Coaching: We'll provide you with the education and support you need to make informed financial decisions and achieve your financial goals.

Our Team

At the helm of Copia Wealth Management is Elisabeth Dawson, founder and CEO. Elisabeth has over 24 years of experience in the financial industry and has received numerous awards and accolades for her expertise. Her bestselling book, "Retirement by Design, " offers a practical guide to creating a stress-free retirement. Her latest book, "Wealth by Design, " provides a step-by-step plan for achieving financial freedom.

Our Approach

Our approach is centered around a deep understanding of our clients' unique needs, goals, and values. We take the time to listen, educate, and guide our clients in making informed financial decisions. Our team is dedicated to providing personalized service and guidance, empowering our clients to achieve their financial aspirations.

Get Started

At Copia Wealth Management, we're committed to helping individuals and families achieve their financial goals. If you're ready to take control of your financial future, we invite you to schedule a complimentary consultation and discover how our team can help you create a personalized plan tailored to your unique needs.