Kopka Financial, LLC.

Kopka Financial, LLC. is a financial planning and investment management firm.  that strives to guide you to your goals while easing your peace of mind, by assisting you through cumbersome paperwork and educating you without the industry jargon. The nuances, rules and types of accounts are explained by how they fit your needs, risks, tax structure and earning capabilities. Megan strives to simplify your finances by allocating your money efficiently to pursue your dreams. 

 

Working with Kopka Financial starts with a comprehensive financial plan. The plan allows us to learn about your goals, savings, and spending habits. I want your money to provide you with a lifestyle that you can afford and fulfills you.  Planning helps me understand what is important to you and gives us a frame work for our ongoing investment management.  I help people to grow and preserve their resources. I advise my clients on how to use their cash flow to realize their life goals.  Both financial planning and investment management are ongoing services because your life and “the markets” are subject to change.

Kopka Financial is a registered investment advisory (RIA) firm dedicated to helping you through life’s transitions, taking a holistic approach to your finances, so that we can personalize the best plan for each individual client.

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Advisors at this Office

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This Office

124 Walnut St, #206 Wilmington, NC 28401-4071 Phone: (910) 800-0095

Primary Office

124 Walnut St, #206 Wilmington, NC 28401-4071 Phone: (910) 800-0095