Who Are We?

As a former US Army paratrooper and jumpmaster, I've seen my fair share of time underneath the safety and security of an inflated parachute canopy.

It’s a symbol of relief and confidence as you begin your mission.

Canopy Financial Solutions (FinSol) specializes in financial planning, portfolio management, and consulting services for both personal and business needs. We represent that overhead assurance so our clients can descend peacefully to their financial objectives.

Who Do We Serve?

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.

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!

Why Choose Us?

This is a people business first so we employ a straightforward philosophy and process that is easy to follow and understand — Plan, Protect & Invest.

Simplicity is the ultimate sophistication.

Canopy FinSol is an independent, fee-only Registered Investment Adviser (RIA) firm built specifically for the purpose of providing BETTER solutions to MORE people — wealth management, simplified

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.

Bottom Line

Whether you’re bringing a million dollars to the table or just the discipline and desire to push your net worth into the black, we leverage unique investment strategies and modern client resources to deliver you to your unique objectives.

Just click that blue button below to find out if we’re a fit!