Innovative Entrepreneurial Experienced

Financial Planning

www.copperleaffinancial.com

Copper Leaf Financial, LLC is our affiliated financial planning firm. Copper Leaf is a fee-only, registered investment advisor, serving clients nationwide from offices in Williston and Rutland, VT. We bring true wealth management to successful business owners, professionals and families seeking tax-aware, holistic, evidence-based planning and advice. Clients tell us they appreciate our broad experience, professional expertise and focus on their personal goals.  

Is your financial advisory a fiduciary? Copper Leaf Financial is a member of the National Association of Personal Financial Advisors (NAPFA). As members we are held to the fiduciary standard which ensures that the we act solely in your best interest; without conflict and at all times. For more information about the importance of working with a fiduciary please click here.

Our History – Where Tax and Finance Meet.

In 1990 John W. Davis, CPA, CFP®, CVA, PFS, founded his CPA practice (now known as Davis & Hodgdon Associates CPAs) with the mission to provide proactive tax planning solutions and financial peace of mind for clients, their businesses, their children and future generations. It quickly became clear to him that offering financial planning services was a logical and necessary step in promoting the client’s overall financial health, so he launched the firm’s financial planning entity John Davis Associates in 1990 - later rebranded as Copper Leaf Financial in 2015.

At Copper Leaf Financial we bring together holistic and comprehensive financial planning with the careful, tax-aware eye of the CPA to give clients the confidence to move forward and achieve their financial goals. Our licensed CPAs are also Certified Financial Planner® professionals with an unparalleled understanding of how to help clients benefit from today’s complex decisions about taxes, retirement, estate planning, investments and insurance. CPAs have long been considered the standard for financial knowledge, objectivity and integrity; prepared to handle the most demanding tax situations.

MICHAEL L. THOMPSON, Wealth Management Advisor, Partner
michael@copperleaffinancial.com

Michael is a financial planner with 18 years of experience in the finance industry. He works extensively in financial planning, wealth management and philanthropic planning for retirees, executives, and entrepreneurs. Michael is also an entrepreneur, experiencing success when he founded an organic food distribution company while attending the University of Florida. He remains passionate about small business and sustainable food systems and currently serves on the board of directors of Burlington’s Intervale Center. Michael and his wife live on a farm in Jericho, Vermont.

Michael holds FINRA Series 7 (General Securities Representative), Series 24 (Registered Securities Principal), Series 51 (Municipal Securities Limited Principal), Series 63 (Uniform Securities Agent State Law), and Series 66 (Uniform Combined State Law), has earned the Chartered Advisor in Philanthropy (CAP®) professional designation from The American College, and is currently pursuing the advanced financial planning professional designation of Chartered Financial Consultant (ChFC).

 

JOHN W. DAVIS, Certified Public Accountant (CPA), Certified Financial Planner™, Personal Financial Specialist (PFS), Certified Valuation Analyst (CVA), Managing Partner
johnd@copperleaffinancial.com 

John is a Partner of Copper Leaf Financial. He is a graduate of the University of Vermont with a degree in accounting and is also an alumnus of the Leadership Champlain program in Burlington, Vermont. John is a CPA with 35+ years of experience in the financial world including both public accounting and financial planning. John works with business owners on succession planning to help facilitate the continued success of all areas of the business, including key people over time. He focuses on working with clients to help achieve their short- and long-term financial goals – mindful of the need to adjust strategies as life circumstances evolve. John lives in Williston, Vermont with his wife Sand and has two grown children – Zach Davis of Williston, Vermont and Erin Davis of Tulsa, Oklahoma. In his spare time John enjoys golfing, skiing, gardening, and anything and everything dealing with entrepreneurs.

John earned the CFP® professional designation in 1982 and also has Series 7 licensing administered by the Financial Industry Regulatory Authority (FINRA), providing him with the qualifications necessary to make different types of trades with corporate securities.

Bret Hodgdon

BRET L. HODGDON, Certified Public Accountant (CPA), Certified Financial Planner™, Certified Fraud Examiner (CFE), Chartered Global Management Accountant (CGMA), Partner

Bret is a Partner of Copper Leaf Financial. He is a CPA and CFP® professional and graduate of Lyndon State College with a degree in Accounting and Business Administration. Bret also graduated from Leadership Champlain and most recently from the Champlain College Excellence in Executive Leadership (ExcEL) 2013. With over 15 years of financial experience including public accounting and financial planning, Bret works closely with individuals and business owner clients to define their financial goals and fine-tune strategy to help ensure sound financial strategies. He lives in Jericho, Vermont with his wife Nicole and their two children, Grace and Gavin. Bret is a devoted Red Sox fan and enjoys skiing and spending time with his family.

He holds Series 7 licensing administered by the Financial Industry Regulatory Authority (FINRA).