Veteran Financial Advisor Jay Henry Launches Independent Firm Coppertree Financial Planning

SUMMERVILLE, Ga.--(BUSINESS WIRE)--Jay Henry, CFP®, CEPA®, announced today the launch of Coppertree Financial Planning, an independent, fee-only financial advisory firm dedicated to serving clients in the Summerville, Georgia community and beyond.

After spending his entire career with Edward Jones, where he built a practice managing over $100 million in client assets, Henry made the strategic decision to establish an independent firm that better aligns with his client-first philosophy. Coppertree Financial Planning operates as a fee-only fiduciary, ensuring that Henry's recommendations are always made in the best interests of his clients without conflicts of interest.

"My clients have always been at the heart of everything I do," said Henry. "Launching Coppertree Financial Planning allows me to serve them with even greater independence and transparency. As a fee-only fiduciary, I can provide unbiased guidance focused solely on helping my clients achieve their financial goals."

Coppertree Financial Planning has partnered with Uptick Partners as its platform provider, gaining access to institutional-grade technology, compliance support, and operational infrastructure. The firm will utilize Raymond James as its primary custodian, providing clients with a trusted, nationally recognized institution to safeguard their assets.

Henry holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and is a Certified Exit Planning Advisor (CEPA®), bringing specialized expertise in comprehensive financial planning and business succession strategies. His years of experience have equipped him with deep knowledge of retirement planning, investment management, tax strategies, and estate planning.

The launch of Coppertree Financial Planning represents a growing trend among experienced advisors who seek to operate independently while maintaining the highest fiduciary standards. Henry's clients will continue to receive the personalized service and attention they've come to expect, now enhanced by the flexibility and independence that comes with his new firm structure.

"We're thrilled to welcome Jay Henry to Uptick Partners," said Jason Barber. "Jay's commitment to his clients and his reputation in the Summerville community make him a great fit for our firm. We look forward to supporting him as he continues to grow Coppertree Financial Planning."

For more information about Coppertree Financial Planning, visit coppertreefp.com or call Jay Henry at [phone].

About Coppertree Financial Planning

Coppertree Financial Planning is an independent, fee-only financial advisory firm based in Summerville, Georgia. The firm provides comprehensive financial planning and investment management services to individuals, families, and business owners.