Our Approach - Focused on You

One Relationship - We offer a single point of contact for many diverse needs - what could be easier? You should be able to rely on more than just our expertise - you should be able to rely on one meaningful connection to all of our services. Our number one goal is to establish long-term, rewarding relationships that you can count on time and time again. There are a lot of facets to consider so you should never have to consider who to call.

Driven by You - We work with each of our clients to formalize a unique and individualized approach. We are not an overwhelmingly large financial institution that is driven by large cost structures, expensive marketing budgets and overall company objectives. We are a small financial services firm and we are big enough to admit it. Our small size gives you big advantages including more expertise and credentials. We are committed to simply serving our clients. Our independence allows us to be completely objective and our size enables us to customize our services. You get truly personalized attention.

Value Conscious - As an independent Registered Investment Advisor, our commitment to our clients is the only thing that matters. We offer truly independent financial advice, with extensive knowledge and experience, at the most competitive price we can, because fees matter.  And compensation matters.  As an independent advisor, we do not receive any commissions for any investment decisions we make.  You should never have to know when you are being advised or when you are being sold.  What you get is complete transparency, incomparable integrity, exceptional service, and unbiased advice.

© COPYRIGHT 2016. Paul R. Kopey & Associates. All rights reserved.