Where deep roots meet lasting growth.
Coppertree Financial Planning is a trusted fiduciary partner for families and business owners, providing clear guidance through life’s financial transitions.
Meet Jay Henry
A steady guide with
analytical perspective.
Jay has been guiding families and business owners for more than 15 years. With training as both a CERTIFIED FINANCIAL PLANNER™ professional and Certified Exit Planning Advisor®, he helps coordinate the tax, legal, and financial pieces that impact households and businesses. His background in engineering sharpened his problem-solving skills, but what clients value most is his steady guidance and commitment to serving with integrity. Rooted in faith and family, Jay’s mission is to help you steward resources wisely and build a lasting legacy.
Our Services
Financial planning
tailored to you.
We help established families and business owners coordinate the areas that matter most:
Who We Serve
Families who value
clarity and connection.
We partner with families and business owners across Northwest Georgia and beyond who want one trusted advocate to coordinate the moving parts of their financial lives.
Professional Coordination
Managing wealth often involves a team of professionals with different specialties. We bring everyone together so your financial, legal, and tax strategies work in harmony.
Estate and Legacies
Preparing for the future can feel complex and emotional. We help families organize their estate plans, protect what matters, and pass on their values with clarity and confidence.
Business Integration
Running a business creates both opportunities and challenges. We provide guidance that connects your business and personal finances, helping you plan for growth and future transitions.
Why Choose Us
Financial advice you can understand and act on.
Financial advice should never feel like a sales pitch. As a fiduciary, we put your best interests first, explaining your options in plain language, coordinating with your other professionals, and recommending only what serves your goals. Clients describe us as having someone in their corner who supports good decisions with honesty and care.
FAQ’s
Common questions we hear.
We invite you to explore this Q&A to learn more about our new firm.
