More than two decades ago, our firm set out with a singular mission: to help as many families as possible take control of their finances and plan adequately for their future. Our firm was founded by Charles’ grandmother, Laura Copenbarger, who built Lifestyle Financial Services from the ground up. Her hard work and dedication motivated Charles to join the family business, and today they address an underserved area of the market — financial advisors who put their clients first.
We run the firm with the same values that inspired us to pursue this industry all those years back: service, transparency, and trust. We strive to pass these values onto our clients every day. As a result, our client relationships often span multiple generations and the fruits of our labor are enjoyed for lifetimes.
We have built our practice around helping families with all of their financial concerns and providing a safe, comfortable environment for them. Financial planning, legacy planning, and education are at the heart of our firm and we offer clients a high-touch, personal process. Contact us today to get started.
