FAQ About Keith Copeland Cpa Cfp

• What is Keith Copeland Cpa Cfp's address?

  Keith Copeland Cpa Cfp is located at
  Columbus, Columbus, United States

• What is Keith Copeland Cpa Cfp's job title?

  Keith Copeland Cpa Cfp is a I believe an aspect of a full life is the recognition of the resources we're given, and the result is a created responsibility of stewardship of those resources. I am passionate about helping families and business owners be successful in this effort. I'm a self-proclaimed numbers nerd and excel lover. As a former owner of a tax focused accounting firm, I carry that knowledge and experience with me as I work with clients now in the broader and deeper areas of financial planning. My client’s interests are at the core of what I do, and I take the time to understand those I work with, their vision for what’s to come and the why behind it. Hamilton Capital is a Registered Investment Advisor and works in a fee-only fiduciary capacity, meaning our payment for services is directly by our clients and we’re required by law to provide the advice that is best for their specific situation. We are transparent; our motivation is to grow with the people serve. We directly manage more than 2.1 billion in assets for clients primarily in Central Ohio and extending nationwide. More specifically, we work in the following areas: • Investment Management • Cash Flow Planning & Optimization • Tax Efficiency • Risk Management • Family Estate & Business Succession Planning • Business Planning I'm a positive guy who loves helping people. When I'm not working with clients and friends’ finances, I enjoy a round of golf, water or snow skiing, and time with my family on our farm in Central Ohio. I'm a Columbus-raised Buckeye and can be found on campus many Fall Saturdays. I always appreciate the opportunity to meet new people. Feel free to contact me. kdc@hamiltoncapital.com 614-596-2904 phone

• What industry does Keith Copeland Cpa Cfp currently work in?

  Keith Copeland Cpa Cfp currently works in the Hamilton Capital Management |

• Which languages does Keith Copeland Cpa Cfp speak?

  No Languages Available

• Which industries has Keith Copeland Cpa Cfp previously worked in?

  Keith Copeland Cpa Cfp has prior
  experience in the following industries:
  Westerville Central High School | The TLC Group, Ltd | Young Life

• What is Keith Copeland Cpa Cfp’s work experience?

  Keith Copeland Cpa Cfp has the following professional experience:
  Hamilton Capital Management | Westerville Central High School | The TLC Group, Ltd | Young Life

• How can I find Keith Copeland Cpa Cfp on LinkedIn?

  You can view Keith Copeland Cpa Cfp’s LinkedIn profile at LinkedIn URL

• What are Keith Copeland Cpa Cfp’s work email addresses?

  Keith Copeland Cpa Cfp’s work email
  addresses are
  kdc@hamiltoncapital.com

• What company does Keith Copeland Cpa Cfp work for?

  Hamilton Capital Management |