Connect with Top-Rated Financial Planners in Erie!

As a fee-only financial advisory firm, Targeted Wealth Solutions provides personalized financial planning and wealth management services to individuals, families, and business owners, helping them achieve their financial goals and reduce stress. Our team of expert advisors delivers customized solutions, including investment management, retirement income planning, and tax-efficient strategies. We work closely with our clients to understand their unique financial situations and provide tailored guidance to help them grow and preserve their wealth. Our services span across personal, business, and generational wealth management, and are designed to meet the evolving needs of our clients.

At Copeland Financial Services, LLC, we are a State Registered Investment Advisory company formed in 2004, committed to helping our clients achieve their financial goals through actively managed stock portfolios. Our presidents, Barry Copeland, has over 21 years of experience in the financial industry, with a strong educational background in Electrical Engineering and certifications in Financial Planning and Investments. We construct a portfolio-management strategy for each client, tailored to their individual age, financial goals, and risk tolerance. Our fee-only advisory company seeks to maximize investment opportunities, minimize risk, and deliver superior service.