Broker Check
Toby Copeland

Toby Copeland

President, Independent Advisor

Toby Copeland has been a financial consultant and tax preparer in the Dallas/Fort Worth area for the last 40 years. After graduating from The University of Alabama with an undergraduate degree in business and a Masters of Arts degree in accounting, he started his career as a CPA with a national accounting firm and moved into advising individuals and companies. He is also an approved member in good standing with the National Ethics Association and Better Business Bureau of Fort Worth.

He has advised retirees and pre-retirees of Lockheed, IBM, Texas Instruments, Brookshire's, City of Fort Worth and the Federal Government as well as many small business owners and employees.  He assists them with the transfer of their 401K, 457, 403B, TSP, IRA, tax planning, tax preparation, income planning, and other retirement strategies.

Toby works diligently to provide outstanding service to his clients. He has built a solid client base and expanded his business through referrals from clients and other professionals. His recommendations to his client's are needs based, always keeping in mind the clients goals and concerns. Toby has written several articles on money management and retirement, including for the Fort Worth Star-Telegram.

Toby has developed a specialty in working with people of all ages who want to grow and protect their assets and ensure that their family is protected from a catastrophic event. He can help families implement money management and tax strategies that are designed to make their money last.  His practice includes helping individuals avoid the most common financial mistakes and paying high unnecessary taxes and fees.

Faith and family are the foundation of Toby's practice. Toby and his college sweetheart Janet have been married for 42 years. They have three children and eight grandchildren.