Simplified Wealth for a Complex World.

Comprehensive Wealth Management for Individuals, Businesses and Families

Your financial life doesn't exist in separate compartments, and your advisor shouldn't treat it as though it does. Comprehensive wealth management means your investment portfolio, retirement income strategy, tax considerations, and estate plan are all working from the same set of goals — not being handled in isolation by different professionals who never talk to each other.

At Canopy Financial Solutions, that coordination happens under one roof. I manage your investments directly through custom, in-house active portfolios — not third-party model managers running a generic allocation with your name on it. And through our relationship with Brick City Law, estate planning documents can be drafted in coordination with your broader wealth strategy, so your legal and financial plans stay aligned.

Investment Management

Custom, in-house active portfolios built around your goals. Planning that accounts for where you are now, where you want to go, and the specific risks and opportunities that stand between the two.

Personal & Business Consulting

Point-in-time financial consulting for individuals and businesses navigating complex financial lives.

Estate Planning

In-house coordination through Brick City Law for wills, trusts, powers of attorney, business planning, and other legal needs.

Canopy Financial Solutions serves a focused client base — and that focus is intentional. When I understand the financial dynamics of a specific group deeply, I can serve them better than a generalist advisor trying to be everything to everyone.

• Federal employees and retirees — navigating FERS, CSRS, TSP decisions, and the transition from government service into retirement
• Military and retired military personnel — coordinating military retirement pay, survivor benefit elections, VA benefits, and long-term wealth strategy
• Mass affluent and high net worth individuals — seeking a personalized touch and tax efficiency from an advisor who manages their wealth directly and operates as a true fiduciary
• Professionals and families in transition — career changes, inheritance events, business sales, or major life shifts that require a coordinated financial response

Whether you're native and local to the North Carolina Sandhills, or anywhere else in God's great Country, our virtual-first model means geography doesn't limit the quality of advice you receive.