Megan Kopka, CFP^®

Managing Partner

Apprise Wealth Management

PO Box 1404
Wilmington, NC 28402-1404

FINANCIAL ADVISOR'S WEBSITE

www.apprisewealth.com

CONNECT WITH Megan

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Financial planning is a flat fee. Investment management is a $500k minimum/retiree. For working individuals a minimal commitment is needed to invest.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$500,000

My Links

Kopka Financial, LLC.

General

Megan Kopka is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Apprise Wealth Management in Wilmington, NC and the surrounding communities.

Financial Advisor Overview

Kopka Financial, LLC. offers comprehensive financial planning to help you feel more comfortable with personal finance, set and obtain goals, and grow your confidence around money. That comes as part of integrated financial planning which may warrant a need for ongoing investment services. We provide our planning services initially for a fee discussed and set at the initial client consult. The aspects of financial planning include: Cash Flow Analysis; Budgeting; Investment Strategy, including asset allocation, and investment recommendations and implementation; Retirement & Education Planning; Insurance analysis and recommendations; Estate Planning regarding wills, powers of attorney, health powers of attorney, living wills, and other estate issues; Tax Planning; Goal Setting; General Financial Planning

Financial Advisor Experience

Megan Kopka is a CERTIFIED FINANCIAL PLANNER™ professional and a fee-only advisor. She is a member of the Financial Planning Association, NAPFA & XYPN. Serving clients at Kopka Financial, LLC. across the country. Megan opened Kopka Financial, LLC. in 2018, after care giving for her husband, Keith, for many years who passed away from ALS in 2014. She is the very proud mother of two adult children, Jaden a student at UNC Charlotte and Bruce, a graduate of SUNY Maritime and now employed in the maritime industry. Before becoming a financial planning professional, Megan was a teacher of mathematics in Wilmington, NC and in the Boston area. She began her career as a financial advisor in 2007. Megan has a BS in Economics from East Carolina University. As a widow, single woman, solo parent and mother, former caregiver & medical advocate, and business owner she brings a lot to the financial experience, not to mention her professional experience and education. Megan believes in financial planning and has a structured process, excellent communication skills, and educational background to help you with your financial plan. Megan’s industry experience, education, and guidance combined with her naturally curious, resourceful, and investigative nature led her to the task of opening her firm, Kopka Financial. LLC. Set your complimentary, new client consultation today! Please email your request, for your couple or single personal financial profile form, to [email protected]

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Other - Registered Life Planner

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Getting Married, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Medical & Health Issues, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances