Meet the people of Cooper Eagle.

Independent Registered Investment Advisers are experts in giving personalized financial advice. They work for their clients, not for big investment companies. This means they can choose from a wide range of options to find what's best for you, especially if you have complex financial needs. They're called fiduciaries, which means they must always put your interests first - it's a serious promise. These advisers are also registered with official groups like the Securities and Exchange Commission or state regulators, ensuring they meet high standards. So, you can trust them to handle your finances with your best interests at heart.

A fee-only fiduciary is a financial advisor who gets paid only through direct fees from clients, not commissions from selling products. This means they give advice that's best for you, not to make extra money from certain investments. They have a special responsibility, called fiduciary duty, to always put your needs first. This kind of advisor doesn't make money from selling stocks, mutual funds, or insurance, so you can trust that their advice is all about helping you, without any hidden motives. They're like financial guides who are paid only by you, to look out for your financial health.

Usually, getting started with us is pretty straightforward and hassle-free. All we often need is a copy of your latest account statement – just the most recent one you have. Along with that, we'll need your signatures on a few simple forms. Once we have these, you can leave the rest to us. We'll handle all the details of setting up your new account. This includes carefully transferring your assets. Our team will ensure everything is moved over smoothly and securely, so you can relax knowing your finances are in good hands. We're here to make the process easy and worry-free for you.