Canopy Financial Solutions:
Wealth Management Simplified
What We Do.
Canopy Financial Solutions specializes in:
Investment Growth & Income Strategies
Estate Planning
Financial Consulting
for both Personal and Business needs.
Who We Serve.
As a former US Army paratrooper and jumpmaster, I've spent a lot of time underneath the safety and security of an inflated parachute canopy — it’s a symbol of relief and confidence as you step into the unknown.
We represent that overhead assurance so our clients can descend peacefully to their financial objectives and defeat the Enemies of Wealth along the way.
Canopy Financial Solutions is a fee-only Registered Investment Adviser (RIA) firm built specifically for the purpose of providing BETTER solutions to MORE people — wealth management, simplified
Who We Are.
We seek enduring relationships with motivated, hard working Americans who still care about this country and the values that make it great — people who like to win and not accept the status quo.
From Main Street to Wall Street, people deserve quality advice and service without pretention.
Whether you put on a suit or a uniform each day, you deserve to work with a like-minded fiduciary who has actually been “in the arena” too — someone familiar with service, sacrifice, and success — someone obligated to put your interests first!
Wealth management is a holistic concept, but let's be honest — investment returns are the single biggest driver of your ability to retire well. — this is our primary focus.
Simplicity is the ultimate sophistication.
This firm exists because, much like you, I got tired of fancy suits, one-sided sales presentations and outsourced asset management strategies. We take accountability for our investment strategies because performance matters — beating the market can only be done with active management that seeks to avoid risk rather than dilute it!
Why Choose Us?
Bottom Line.
Whether you’re bringing a million dollars to the table or just the discipline and desire to maximize your net worth, we leverage unique investment strategies and modern client resources to keep you on target and deliver you to your objective.
Just click that blue button to schedule an appointment and find out if we’re a fit!
Not sure yet? Keep exploring and learn about our investment style and philosophy.
Contact
Feel free to contact me with any questions. Everything in life is negotiable so give me a chance to learn more about your situation and quote you a recommended course of action.
Email
Zeke@CanopyFinSol.com
Phone
(919) 218-4503