D Paterson Cope is a Birmingham-based financial planning firm that specializes in working with pre-retirees and retirees to help them achieve their financial goals. With a team of Certified Financial Planner (CFP) professionals, they strive to grow clients' assets prudently while minimizing taxation. Their all-inclusive fees combine financial planning and asset management, resulting in a lower cost for clients. Committed to acting in their clients' best interests, D Paterson Cope follows the Fiduciary Standard and only prospers when their clients prosper.
Founded by Pat Cope, a CFP practitioner with over 30 years of experience, the firm also boasts Bobby Cope, a CFP and Certified Private Wealth Advisor (CPWA), who offers comprehensive financial planning services. With a focus on building rapport and fostering successful financial planning relationships, D Paterson Cope understands the importance of collaboration. They provide personalized advice and guidance to help clients navigate their financial journey, from point A to point B, ensuring they have the resources to live comfortably throughout their retirement.
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