Back to Search Favorites List

Duke Cope (CFP®)

Duke Cope focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Business Owners
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Retirement Plan Investment Advice

Planning Specialties

Retirement Income Planning Tax-Efficient Retirement Strategies Comprehensive Financial Planning Investment Management IRA & Roth Conversion Planning 401(k) and Employer Retirement Plan Analysis Pre-Retirement & Transition Planning Social Security & Medicare Planning Business Owner & Executive Planning Estate & Legacy Coordination

Additional Information

We provide comprehensive Fee-Only financial planning and investment management for individuals, families, retirees, and business owners seeking thoughtful, long-term guidance. As fiduciary advisors, we are committed to placing our clients’ interests first and delivering advice that is objective, transparent, and tailored to each client’s unique goals and circumstances. Our planning process integrates retirement income planning, investment management, tax-efficient strategies, and proactive wealth preservation. We work closely with clients to simplify financial complexity and help them make informed decisions with confidence. We believe successful financial planning is built on long-term relationships, disciplined strategy, and personalized service—not product sales or commissions.

NAPFA Start Date

May 13, 2026

Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Submit
Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

Submit

This Office

2000 Southbridge Parkway, Suite 625 Birmingham, AL 35209 Phone: (205) 536-7771
View