Paul R. Kopey & Associates is an Independent, Fee-Only, Registered Investment Advisor firm. We specialize in holistic wealth management solutions for high net worth individuals, families, trusts, and businesses on a wide array of services including investment oversight, tax planning, liability protection and charitable transfers just to name a few. With Paul R. Kopey & Associates, our clients needs come first. We work for you on a fee-only basis. Unlike brokerage firms, we are not compensated by commissions, products or incentives. With our credentials and registration as a Registered Investment Advisor, we are held to a higher fiduciary standard than other kinds of advisors and we are required to act in the best interest of our clients at all times and to put the interests of our clients ahead of our own. This allows our clients to be confident that our advice is completely objective and free from conflicts of interest.

For Paul R. Kopey & Associates, fiduciary responsibility is of utmost importance. We firmly believe that being a Fee-only advisor is the best and only way to service clients.  We only forge relationships with other professionals who share this mindset. If needed, we can introduce you to the attorneys, accountants and other service providers with whom we have worked, or we can work with your current relationships. We strive to foster a cohesive team approach with other professionals to meet your needs, promoting clear communication and shared strategy formulation.

Paul R. Kopey, CPA, CFP, ChFC, AEP

Paul R. Kopey, CPA, CFP, ChFC, AEP founder of the firm, possesses over 20 years of wealth management and consulting experience. He measures success in the depth and length of the relationships he establishes with his clients.  Every plan is truly customized and comprehensively considered, with complete attention to the details.  In addition to investment oversight, Mr. Kopey brings extensive experience and broad expertise in dealing with the complexities wealth often presents, including tax efficiencies, business holdings, real estate transactions, trust management and administration as well as charitable endeavors. His credentials are of the highest regard in his profession.  Unbiased truth and ultimately his clients' success is what matter most.

Prior to founding the firm, Mr. Kopey was employed with an international accounting firm where he acquired his CPA and was involved with audit and consulting projects for major corporations.  After leaving public accounting, he spent 10 years in various financial roles for a leading software company including business evaluations, financial performance, contract negotiations and acquisition analysis, as well as various small business consulting engagements that evolved into his own practice.

In addition to serving his clients, Mr. Kopey is an active member and past Board member of the Chester County Estate Planning Council and supports local foundations.  He is an alumnus of Susquehanna University where he graduated Summa Cum Laude receiving the Wall Street Journal Award for academic excellence and an alumnus of the American College of Financial Services. He lives in Chester County with his wife and two children.