Our Mission

At Canopy Roads Advisors, our mission is to provide individuals, families, and business owners the guidance they need in order to build and preserve wealth. Whether a prospect or an existing client, our objective is to understand your vision, provide you with an individualized focused plan, and give the highest quality advice and service to help you attain your financial goals.

With decades of expertise between our advisor teams, we strive to build multi-generational relationships and offer an array of wealth management services. We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you.

We are here with you every step of the way.
Financial Advisor showing client information on a tablet

Individuals and Families

Chances are you have a number of investment goals-helping your children afford higher education, affording retirement, leaving a legacy. We help you create a tailored plan to address all of them.
Financial Avisors hands on a conference table

Businesses and Business Owners

You've worked hard to build your business. You deserve a strong, stable financial services partner to deliver products and services to help your business succeed, thrive, and grow. You can benefit from the perspectives of multiple advisors - including us working with your CPA and attorney.

Our Commitment to You

We work hard to serve our clients’ best interests through careful planning and transparent actions. When working with us, you’ll know the reasons for our recommendations and any fees associated with them. You’ll receive timely attention when you have a concern or question. And we can work together in person, by phone, or via email – whichever works best for you.