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All-in-One Financial Services to get the full picture

Tailored Services Canopy Financial Solutions Offers — Under One Roof, Managed by One Advisor

Canopy Financial Solutions is an independent fiduciary RIA serving federal employees, military families, and high-net-worth individuals across North Carolina. Every service listed here is delivered personally by Zeke Kelly, ChFC, FRC — not handed off to a junior associate or outsourced to a third-party manager.

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Investment Management

For Investors who want a portfolio built specifically for them and managed by the advisor who built it — not assigned to an outside model manager.

Custom, in-house active portfolio construction and ongoing management. Every portfolio starts with a blank page — built around your goals, timeline, and risk tolerance using systematic active strategies including True Sector Rotation and StormGuard bear market positioning. No third-party models. No pre-packaged templates.

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Personal & Business Consulting

For Individuals & businesses who want advice for their financial picture, managed by one advisor who understands how every piece connects.

Whether you're building a business, planning your exit, or getting your personal finances aligned, we bring the same disciplined approach to every engagement — strategy grounded in your actual numbers, not a generic playbook.

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Retirement Planning

For Federal employees approaching retirement, military service members planning their transition, and pre-retirees who want a clear income strategy before they stop working.

Specialized retirement planning for federal employees, military personnel, and pre-retirees across North Carolina. FERS and CSRS optimization, TSP strategy, Social Security coordination, and retirement income distribution — from an advisor who holds the Federal Retirement Consultant (FRC) designation and understands these systems from the inside.

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Estate Planning

Individuals and families who want their financial plan and legal documents built by two professionals who already work together.

In-house estate planning coordination through Brick City Law, the estate planning practice of Jessica Kelly, Esq. Wills, trusts, powers of attorney, and related legal documents — developed in direct coordination with your financial plan, not in isolation from it.