Copley Financial Group, Inc. is committed to the ideal of sitting on our client’s side of the table and providing comprehensive advisory services.


We have a fee structure based on managing our client’s investments because our emphasis is on wealth management.


We are motivated to have your account grow; when you prosper, we prosper; when you suffer, we suffer.


Comprehensive investment advice starts with determining how much of your retirement assets should be exposed to the rewards and risks of the market. A detailed financial analysis, suitability review and risk tolerance analysis will help us when giving you advice. Once we help you determine your comfort level, then allocation and diversification would be the next step. Allocation is a plan to assign specific investment strategies with a goal to reduce overall risk while increasing the opportunity for return. Diversification is an effort to distribute assets among different sectors, stocks, or portfolios to limit losses in the event of a decline in one particular market or industry.

Copley Financial Group, Inc. believes in a consistent approach that allocates your investment portfolio according to your individual investment objectives, risk profile and time horizon. In addition, we endorse rebalancing and making allocation changes to investment portfolios depending on where the economy is in the market cycle.

*Diversification and asset allocation does not assure or guarantee better performance and cannot eliminate the risk of investment loss. Before investing, you should carefully read the applicable volatility disclosure for each of the underlying funds, which can be found in the current prospectus