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Call us: 610-647-4014
Visit us: 5 Great Valley Pkwy, #210, Malvern, PA 19355
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Secure My Future
Copper Beech Advisors

Your Net Worth Accelerated

using a proven, holistic system to power you forward.

Services Planning Investments Taxes
Alliance of Comprehensive Planners logo Alliance of Comprehensive Planners
The National Association of Personal Financial Advisors logo NAPFA Registered FA
NAEA logo National Association of EA
CFP logo Certified Financial Planner

Who You Trust Matters

Timothy L. Caban, EA, CFP®, is the Founder and President of Copper Beech Advisors, LLC, bringing a holistic, life-integrated approach to financial planning. He is a Certified Financial Planner™ practitioner and an Enrolled Agent (EA) licensed to represent taxpayers before the IRS. As a member of the Alliance of Comprehensive Planners (ACP), Tim leverages the collective wisdom of a highly credentialed group of professionals to provide clients with time-tested strategies. His focus is on helping real people in the Great Valley area take control of their financial lives by working with them on every aspect of their financial picture, from tax and investment planning to retirement and estate planning.


Contact Timothy
Timothy L. Caban, EA, CFP

Timothy L. Caban, EA, CFP®

Founder and President of Copper Beech Advisors, LLC

Financial Planning in Malvern, PA with Tim and two clients

Financial Peace of Mind

We focus on your goals and work with all areas of your financial life—tax preparation and planning, investment strategies, insurance, estate planning, retirement planning, budgeting, and more—to create a financial plan that changes as your circumstances change. Instead of just telling you what to do, we work together with you, providing you with easy-to-understand recommendations and helping you implement them every step of the way. We are fee-only financial advisors. We sell no products and receive no commissions. Instead, you pay us an annual fee for our objective, personal advice on how to achieve your financial goals. This annual retainer covers all the meetings necessary and allows you to contact us whenever you have questions or your life changes.


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Helping You Fit the Financial Pieces Together

True financial peace of mind comes from having every part of your financial life working together—investments, planning, and taxes. As fee-only advisors, we provide objective guidance to help you achieve your goals with confidence.



Financial Investments

We’ll help you design a well-constructed portfolio tailored to your goals, balancing risk and return with strategies that maximize long-term growth, provide financial stability, and adapt.

Financial Investments

Financial Planning

From retirement and education funding to estate planning and cash flow management, we integrate every piece of your financial picture to keep you on track for the life you envision.

Financial Planning

Taxes

Smart tax planning means keeping more of what you earn. We’ll identify deductions, restructure your portfolio, and integrate tax strategies into your overall plan to reduce your burden.

Tax Strategy
Financial Peace of Mind

Helping You Build Confidence in Your Financial Future


Plan My Future
25+ Years Experience in tax planning, investments, and financial strategy
All-Inclusive Every aspect of your finances is evaluated and integrated into one plan
ACP Member Part of a nationwide network of highly credentialed financial planners
100% Unbiased, fee-only advice—no products, no commissions

Ready to talk?


Contact us to learn more about the financial strategies that will help you achieve your goals.


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