Copperleaf Capital, LLC is a reputable investment advisory firm based in Raleigh, NC. With a focus on personalized financial solutions, they have garnered the trust of over 120 individual clients, who entrust them with a substantial $159,978,000 in assets under management. As a small yet highly capable firm, Copperleaf Capital provides comprehensive services that extend beyond investment advisory, including insurance brokerage. Despite their size, Copperleaf Capital possesses the expertise to manage employer funds, making them a valuable partner for businesses seeking professional guidance. While 401K and individual accounts make...