OUR MISSION: To help our clients experience the confidence that comes from a financial life built on purpose
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.
Justin Hutt, CPWA® RMA℠
Wealth Advisor / Managing Partner
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 children: Cooper, Davis, and Natalie. Justin and his family reside in East Grand Rapids and attend Ada Bible Church. He can often be found at one of his kids’ many activities, enjoying nature, or on his Peloton bike. 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
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 two young children, Charlotte and Luca, and their dog Bella. 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.
CooperDavis Financial Group
Is a Different Kind
of Wealth Planning Firm.
Is a Different Kind
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.