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Timothy Caban

Advisor at Copper Beech Advisors, LLC

Updated today
Copper Beech Advisors, LLC logo

Firm

Copper Beech Advisors, LLC

Location

Malvern, PA 19355

Credentials

CFP®, Series 63, Series 65

Industry experience

16 years

About

Timothy Caban is a CFP® with 16 years of experience in financial advising. He has been with Copper Beech Advisors, LLC since 2009, where he is the sole advisor. The firm provides fee-only financial planning and investment advisory services to individuals and small business owners, offering comprehensive planning that includes tax, estate, retirement, and risk management. Copper Beech Advisors manages approximately $65 million in client assets for around 150 clients, using a fixed retainer fee model rather than percentage-based fees, and emphasizes tailored portfolios based on client objectives and non-discretionary account management.

Client services

Based on Copper Beech Advisors, LLC

Financial planning Portfolio management

Expertise

Based on Copper Beech Advisors, LLC

General retirement planning Cash flow / budgeting

Occupation focus

Based on Copper Beech Advisors, LLC

Founder/Business Owner

Fee options

Fixed

Financial Review service fees range from $750 to $3,000 based on complexity

Percentage

$0 - $2.25 Million: $10,000 annually (flat fee) $2.25 Million - $5 Million: Additional $1,000 annually per $250,000 increment $5 Million - $10 Million: Additional $1,000 annually per $500,000 increment $10 Million+: Additional $1,000 annually per $1 Million increment

Other

Fee-only: Open Retainer flat annual fee based on total net worth as detailed above; Financial Review fixed fee between $750 and $3,000

Location

5 Great Valley Parkway, Suite 210

Malvern, PA 19355

Most active in

Pennsylvania · Texas

Work history

Copper Beech Advisors, LLC

2009 - Present (17 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

John L

Series 65

Glen Mills, PA

The Lyttle Company, LLC

John Lyttle III is President & CEO of The Lyttle Company LLC. In prior years, John served as Chief Operating Officer of Ogee Group LLC, a New York based Quantitative Hedge Fund. He went on to work on the Financial Planning & Analysis team at Vornado Realty Trust, one of the world's largest Real Estate Investment Trusts. John later was Senior Analyst to the Chief Financial Officer at Health Monitor Network, the leading Direct-to-Patient health education company. John has been acknowledged in a Wiley Finance Book Publication, "Advanced Equity Derivatives: Volatility and Correlation," for his contribution of many figures and problem solutions. He has been published in the Financial Times, The New York Times, and STEM Magazine and lectured at Johns Hopkins University on Black-Scholes and its use in pricing options. John holds an MS in Finance from Johns Hopkins University and a BS in Mathematics with a minor in Economics from Fordham University.

Active portfolio management Options & derivatives strategies
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Beth D

CFP®, Series 63

Malvern, PA

Plumtree Financial Planning

General tax planning General estate planning guidance Cash flow / budgeting

Ben S

CFP®

Malvern, PA

Ketwich Capital LLC

Ben is the founder of Ketwich Capital LLC ("Ket-Cap") which serves the financial and investment needs of professionals and families. Ben is a CERTIFIED FINANCIAL PLANNER™ and a Certified Kingdom Advisor®. Prior to founding Ket-Cap in 2017, Ben spent a decade working on Wall Street at UBS and Neuberger Berman. As an equity analyst in 2008, he had a front-row seat to the housing bubble burst and the collapse of the global economy. This experience taught him the dangers of financial salesmanship (mortgages in this case) and the pitfall wealth can bring when there is no plan or purpose. Ben is passionate about helping others become secure, content, and generous in their wealth. Ben has facilitated financial courses including Financial Peace University, Charting Your Legacy, and the Journey of Generosity (Generous Giving). In his personal time, Ben can be found either outside with his wife and two young children or building something around the house. He is an avid reader of books related to money, history, and theology.

Charitable giving & philanthropy Wealth management Intergenerational Families Parents Married/Couples/Partners
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Eric T

Series 65

Wayne, PA

Acadia Investment Advisors LLC

Options & derivatives strategies Active portfolio management
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Jonathan M

Series 66

Collegeville, PA

New Wave Financial LLC

Wealth management Passive / index investing Annuities
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Christopher G

Series 63, Series 65, Series 66

Devon, PA

Cerebrum Financial Services, LLC

General retirement planning
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