Arthur Cooper, CFP®
Managing Director
Arthur is our office Supervisory Jurisdiction Manager, (“OSJ”) and owner of the Investment Advisory firm we operate under. He is also an important member of our planning team for complex high net worth planning cases and creative financial planning strategies.
Arthur has the unique ability to help people identify what is most important in their lives and their families’ lives and work with them to help create the solutions necessary for success, whether it’s financial or personal. His strong technical knowledge enables him to build comprehensive tax-efficient plans that help to satisfy the needs and, more importantly, the values of his clients. He continues to follow his passion for guiding and mentoring other advisors especially as they transition to independence.
Outside of work, Arthur finds fulfillment in family, spending time with his wife, Melody and their son, Miles. He appreciates the finer things in life, good wine, travel, and fine dining, but nothing gets him quite so excited as the latest software or tech gadget.