Strategic Wealth Partners, LLC provides financial planning and investment advisory services to high net worth individuals and small institutions.  We are an independent firm built upon a foundation of eliminating conflicts of interest and acting with the utmost integrity.  These core values have helped us to earn our clients’ trust and confidence, thereby creating long-lasting and meaningful relationships with them.

We are proud of our independent thinking and insight.  Founding Principals David J. Copeland and Neal H. Price each have over 26 years of financial planning and investment advisory experience. In addition, other team members have significant experience in investment research, client service, operations and management.

Our name was carefully chosen to reflect both our philosophy and how clients view their relationship with us:

• Strategic – We create long-term strategic plans for our clients. Rather than trying to find tomorrow’s hot investment concept, our approach is to identify appropriate strategies for each client’s unique needs.
• Wealth – We understand how hard clients have worked to accumulate their assets, so our goal is to help preserve and prudently grow that wealth.
• Partners – We strive to create a partnership with our clients, their other advisors, and the various external managers, research sources and other entities that go into the process of achieving their goals