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At our firm, we have the client - and only the client - in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future, both personal and in business. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives

No one strategy fits everyone.

No one strategy fits everyone.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Meet the Leadership Team

Joe Averett, CPA, CFP®

Financial Advisor/Partner

Joe@mycanopywealth.com

Born and raised in Waxahachie, Joe is a seasoned professional with a strong background in accounting and financial planning. He holds a Bachelor of Accounting from the University of North Texas and is a Certified Public...

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Tanner Lemaster, CFP®

Financial Advisor/Partner

Tanner@mycanopywealth.com

Although born and raised in Fort Worth, Texas, Tanner spent a brief period of time as an Okie, graduating from Oklahoma State University with a degree in Finance in 2010. Tanner has spent his career serving clients through goal-based...

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Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.