Our Firm

Our Firm

OUR PURPOSE:   IMPACT

WE BELIEVE:   INFORMED DECISIONS IMPROVE OUTCOMES

WHAT MAKES US UNIQUE

  • Our Services on Your Terms – Are you looking for comprehensive wealth planning? Disciplined investment management? A consultation on a specific topic? We bring flexibility, transparency and fairness to our client engagements.

  • Mission Accepted – When you enter a comprehensive engagement with our firm, we are accepting the mission to proactively inform your financial decision making. That responsibility is now ours.

  • Not Only You, Your Family, Too – Maximum impact is created when all members of your family are making informed financial decisions and the lines of communication are open. We seek to partner with your family to make this a reality.

Our Team

Justin Hutt, CPWA® RMA℠

Wealth Advisor / Managing Partner

About Justin

Justin Hutt

Justin acts as a Wealth Advisor and Managing Partner within CooperDavis, bringing leadership and innovation to the practice while also providing wealth planning services to individuals and families. He holds a bachelor’s degree in Business from Calvin College and is a Certified Private Wealth Advisor®. Justin is married to Allison, and they have three young children: Cooper, Davis, and Natalie. Justin and his family reside in East Grand Rapids and attend Ada Bible Church. He can often be found watching his boys play soccer, enjoying nature, or taking in Lake Michigan – from a bluff or a beach. Justin is passionate about working alongside families for an extensive period of time, providing financial guidance and realizing long-term financial goals.

Dustin Osborne, CFP® RMA℠

Wealth Advisor / Partner

About Dustin

Dustin Osborne

Dustin acts as a wealth advisor within CooperDavis. He holds a bachelor’s degree from Michigan State University and is a certified financial planner™ practitioner. Dustin and his wife, Sarah, reside in Clarksville, Michigan with their daughter, Charlotte, and their two dogs, Bella and Bear. He enjoys anything active, including volleyball, kayaking, and hiking. He’s also a great cook. Dustin is passionate about making a difference in people’s lives with and through finance.

Our Values

IMPACT
We focus our energy on that which creates positive impact in the lives of our clients.

 

GOLDEN RULE
We treat others the way we would want to be treated: with honor and respect in both the big things and the small.

 

HUMILITY
We recognize our abilities and limits, accept and elevate those around us, and strive for continual education and improvement.

 

CANDOR
We are clear and honest, yet sensitive and supportive.

 

CONSISTENCY
We are here today, tomorrow, and the next with energy and passion.

 

CooperDavis Financial Group
Is a Different Kind
of Wealth Planning Firm.

CooperDavis
Financial Group
Is a Different Kind
of Wealth
Planning Firm.

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.