Who We Are
Awards
Forbes 2026 Best-in- State Wealth Advisors
Michael S. Koppenhaver, CPFA®, CRPC™ Managing Director, Financial Advisor has been named to the Forbes 2026 Best-in- State Wealth Advisors list.
Barron's Top 1,200 Financial Advisors
Michael has been named a Barron's Top 1,200 Financial Advisor in 2011, 2013-2021, 2024.
Forbes 2023 Best-in-State Wealth Advisors
Michael has been named a Forbes Best-In-State Wealth Advisor each year since 2019.
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.