INFORMED DECISIONS
IMPROVE OUTCOMES

INFORMED DECISIONS
IMPROVE OUTCOMES

Our Firm

CooperDavis Financial Group is an independent wealth management and consulting firm based in Grand Rapids, Michigan. There are three primary things that set us apart from other area financial firms.

OUR PROCESS IS INTENTIONAL, TRANSPARENT,
PERSONAL, AND PROFESSIONAL.
BUT IT’S ALSO ENJOYABLE.

OUR PROCESS IS
INTENTIONAL,
TRANSPARENT,
PERSONAL, AND
PROFESSIONAL. BUT
IT’S ALSO ENJOYABLE.

Our Approach

Our clients see us as counselors, as trusted partners in their financial planning success. That’s because we take the time to listen and to fully understand their financial goals and objectives. It’s also because we value relationships. Strong relationships that last a lifetime. Our team wants to make your world different, to make your world better. That makes our job – and this process – worthwhile.

OUR WEALTH PLANNING SERVICES HELP
INDIVIDUALS AND FAMILIES UNCOVER
THEIR FINANCIAL GOALS.

OUR WEALTH
PLANNING SERVICES
HELP INDIVIDUALS
AND FAMILIES
UNCOVER THEIR
FINANCIAL GOALS.