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Our Story

Behind the Scenes: Our Journey

At Canopy Wealth Strategies, we are dedicated to more than just financial services. Our team is fueled by a genuine passion for what we do, and we are fully committed to delivering the highest level of service to our clients.

Our story began with Joe and Tanner, who collaborated at Averett Financial, Joe’s former CPA Firm. Through their shared experiences assisting clients with their financial needs, they realized their common mission to empower individuals and families to pursue their financial goals. This realization led to the creation of Canopy Wealth Strategies, enabling them to provide personalized and comprehensive financial services tailored to the unique needs of individuals like yourself.

Client Centered

We believe that financial planning is about more than numbers and spreadsheets; it’s about helping you realize your aspirations and dreams. That’s why we take the time to genuinely understand your situation, listen to your goals and craft a customized plan that aligns with your vision.

If you are searching for a financial advisor who will go above and beyond, truly connect with you and guide you on your financial journey, we invite you to get in touch with us. It would be our privilege to help you pursue financial success and assist you in turning your dreams into a tangible reality.