Copper Beech Advisors, LLC

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Timothy Caban (CFP®, EA)

Timothy Caban specializes in
the following areas of expertise:

  • Helping Clients Identify & Achieve Goals
  • Middle Income Client Needs
  • Planning Concerns for Corporate Executives
  • Planning Issues for Business Owners
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Timothy L. Caban, EA, CFP® is the Founder and President of Copper Beech Advisors, LLC.

Mr. Caban founded Copper Beech Advisors, LLC on a holistic, life-integrated approach to financial planning, designed to help "real people" in the Great Valley and surrounding communities take control of their financial lives.

As a member of the Alliance of Cambridge Advisors (ACA), Tim is proud to apply the time-tested approach developed through the collective wisdom of the 150 members of ACA: a core group of highly credentialed and experienced financial planners who support each other professionally. Among their numbers, ACA members count CPA, CFA, CFP, PhD and Attorneys, including practice experts across the spectrum of the financial planning process.


NAPFA Start Date

August 21, 2008

Industry Start Date

September 01, 1996

Copper Beech Advisors, LLC

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This Office

5 Great Valley Pkwy Ste 210 Malvern, PA 19355-1426 Phone: (610) 647-4014 Fax: (484) 872-1457