There are a variety of instances when you may benefit from working with one of our advisers to help you navigate your financial journey, including:

• When you need help alleviating financial stress with difficult financial decisions, investing, estate planning, and tax strategies.

• When you’re searching for expertise in creating a long-term financial plan

• When you’re looking to plan for major life events (starting a family, purchasing a home, retirement).

• When you’re looking to delegate investment management and build wealth

• When you want to transfer wealth in the most efficient way

Learn more about our services

Our financial advisors work with individuals and families at all life stages — including young professionals building a financial foundation, physicians and business owners seeking long-term clarity, couples planning for major life milestones, and retirees focused on income, legacy, and peace of mind. Our clients value thoughtful planning, personalized support, and a relationship built on trust.

Learn more about who we work with

Not necessarily. At Skinner Copper & Ehmen, we welcome clients at all stages of their financial journey. While some wealth management firms may require a minimum asset threshold, we believe that financial planning should be accessible and valuable no matter where you’re starting from. Our team includes financial advisors who work with a wide range of clients — from young professionals just beginning to save, to established business owners and retirees managing complex portfolios. We believe it's never too early — or too late — to begin building a thoughtful, purpose-driven financial plan. What matters most is your willingness to engage, learn, and grow.

Learn more about our team of advisors