Canopy Financial Solutions

Overview

Canopy Financial Solutions is an independent registered investment adviser organized as an LLC and owned by an individual. Its client base is focused on individuals and families, and the firm offers financial planning and portfolio management services for individuals and small businesses. Fee arrangements are flexible and include a percentage of assets under management, hourly charges, and fixed fees. Canopy is not set up as a capital allocator, does not identify as an active ESG investor, and does not operate as a multi-state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives