Coppedge & Carey
About us
A Better Future
At Coppedge and Carey, we're building the most trusted financial organization in North America by democratizing wealth creation for everyone—regardless of background or starting point.
While others focus solely on the affluent, we empower the overlooked middle class with financial literacy and accessible investment strategies that work. Our commitment to education, transparency, and client-first service will establish us as the beacon of trust in an industry often clouded by complexity.
As digital currencies evolve toward federal recognition, we're strategically positioned to guide our clients through this transformation, seamlessly integrating traditional retail investments with emerging digital opportunities.
Our five-decade growth strategy will:
Expand our proven wealth-creation model internationally, starting with Europe and North AfricaEstablish the Coppedge and Carey Private Bank, offering our clients exclusive access to premium investment opportunities with superior returnsMaintain our foundational commitment to financial education and straightforward strategies
We will become the world's leading wealth creator by combining innovative investment approaches with our unwavering dedication to simplicity, transparency, and exceptional service—transforming ordinary investors into confident wealth builders.
Completing a Mission
Fighting For The Future
At Coppedge and Carey, we don't just manage wealth—we ignite financial dreams that have been dimmed by a system that overlooks the middle class. We see you as more than numbers on a spreadsheet; we see your struggles, your aspirations, and the future you deserve.
Born from our founder's realization that lack of education—not effort—keeps hardworking families from prosperity, we stand as warriors against financial injustice. Guided by the unwavering principles of Honor, Courage, Commitment, and Transparency, we tear down the walls of financial confusion built by those who profit from your uncertainty.
When others say "you need money to make money," we say "you need knowledge to build wealth." When the industry speaks in jargon, we speak truth. We meet you exactly where you are—whether you're rebuilding after divorce, planning for your children's future, or taking your first steps toward financial independence.
This is our promise: We will fight alongside you, equip you with clear education, and create pathways to the financial security that everyone deserves but few are shown how to achieve.
Coppedge and Carey stands with the people. We stand for your future. We stand for truth.
Commitment to Service
At Coppedge and Carey we are diligent with our service to the community. From in-home visits, to flying out to deliver death claims, we don't skimp on what matters- you and your family. Technology is great but nothing outweighs face-to-face interaction, a warm smile and a firm handshake.
We believe financial education should be accessible to everyone, which is why we offer complimentary financial analysis with no fee for initial meetings. Our team is available Monday through Saturday to support you through life's most important financial moments.
Leadership in Innovation
Coppedge and Carey stands as the definitive champion for middle-class wealth creation in a landscape where others have failed. We've dismantled the financial industry's barriers by delivering supreme quality, low-cost life insurance that actually protects families when they need it most. While others talk about inclusion, we've actively opened the gates of investing to every family—regardless of income level or financial starting point.
Our revolutionary approach strips away the deliberately complex jargon of traditional finance, replacing it with straightforward education that empowers rather than confuses. In a world where financial literacy has been withheld from the average American, C&C doesn't just offer products—we provide the missing roadmap to generational wealth that the middle class has long been denied.
Time is Currency
Experience the C&C difference for yourself. Schedule your no-obligation consultation today and discover how our personalized approach to financial planning can help you create lasting wealth for generations to come.
Coppedge & Carey
