Simplified Wealth for a Complex World.

an N.C. Registered Investment Adviser (RIA) and Fiduciary
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Best Independent Wealth Manager in the Southeast USA

Comprehensive Wealth Management for Individuals, Businesses and Families

Your financial life doesn't exist in separate compartments, and your financial strategy shouldn't either. Comprehensive wealth management brings your investments, insurance, financial planning, retirement strategy, and estate planning together around the same goals.


At Canopy Financial Solutions, that coordination is central to the process. Investment strategies are developed around your goals, risk profile, timeline, tax considerations, and account needs. Insurance and financial planning help address protection, retirement transitions, benefits, and other important decisions. When estate planning requires legal services, Canopy can coordinate with Brick City Law so your financial and legal strategies remain aligned.

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Investment Management

Custom 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 in between.

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Financial Planning & Consulting

Coordinated planning for retirement transitions, income, rollovers, employee benefits, personal finances, and the unique planning needs of business owners.

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Estate Planning

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

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Insurance Solutions

Coverage reviews and insurance strategies designed to help protect your income, family, assets, and business while complementing your broader financial plan.

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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.


  • 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
  • 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
  • Small Business Owners — protecting your business and providing for you and your employees retirement and insurance needs

 

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


how we can serve you & yours

Every Portfolio Is Tailored to You & Your Goals — Not Assigned From a Template

What Makes Canopy Financial Solutions Different From the Rest

As a an independent fiduciary RIA — I'm legally required to act in your interest. I implement the same client solutions that I use to secure my own retirement. I also hold the ChFC and FRC designations, manage every client portfolio in-house, and bring direct experience with federal employee benefit systems and military retirement planning that very few advisors in NC can offer.  We have an open agency affiliation to offer a broad marketplace of insurance solutions so we are never beholden to a single idea or product.

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FRC Credential

Specialized in federal employee benefit systems

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ChFC Designation

Fiduciary-standard advanced financial planning

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Active Portfolio Management

Built in-house — no third-party model managers

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Virtual-First Model, Statewide Reach

I meet clients across the USA by video or phone

our Proud Partners
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