About Copper Beech Advisors
Do you want to feel more confident about the financial decisions you make? Would you rest easier knowing that you are doing everything you need to in order to achieve financial independence? Do you want to have more time and freedom for the things you enjoy? You can. Whatever your current situation, financial concerns have an impact on your life and relationships. We can help you make the financial decisions that will make the most of what you have now and help you build a more secure, enjoyable future.
Our Services
Timothy L. Caban, EA, CFP®
Founder and President of Copper Beech Advisors, LLC
About Timothy L. Caban, EA, CFP®
Timothy L. Caban, EA, CFP®, is the Founder and President of Copper Beech Advisors, LLC. Mr. Caban founded Copper Beech Advisors, LLC on a holistic, life-integrated approach to financial planning, designed to help “real people” in the Great Valley and surrounding communities take control of their financial lives. As a member of the Alliance of Comprehensive Planners (ACP), Tim is proud to apply the time-tested approach developed through the collective wisdom of its membership: a core group of highly credentialed and experienced financial planners who support each other professionally. Among their numbers, ACP members count CPA, CFA, CFP, PhD and Attorneys, including practice experts across the spectrum of the financial planning process.
Mr. Caban is a Certified Financial Planner™ practitioner. He is also an Enrolled Agent (EA) licensed by the Department of the Treasury to represent taxpayers before the IRS. He received his BA from Dartmouth College in 1996.
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