Cooper Eagle of Chester

Cooper Eagle is a financial planner in Chester, PA. The firm provides expert financial advising, offering specialized services including financial planning, retirement planning, institutional services, and personalized "Personal CFO" advice. The team is dedicated to helping clients navigate complex financial decisions and achieve long-term security.

The firm operates with a fee-only, independent fiduciary structure, prioritizing client interests through a first-client approach. Their methodology blends big-picture strategies with detail-oriented planning to create blueprints for wealth growth, preservation, and transfer. The team, led by Founder and President Andrew Cooper, includes specialists such as Becky Bleivik, who manages client modeling and onboarding, Rachel Stutzman, who focuses on client service and budgeting, and Rick Elam, a retirement plan executive consultant.

Located on Lawrence Drive, the office is situated near the East Branch Chester Creek and is a short drive from the West Chester Bypass. The area is also close to West Goshen Community Park and the Fern Hill Medical Campus.

Cooper Eagle is recognized for its commitment to transparency, integrity, and loyalty in its fiduciary services. The firm is known for providing nuanced, customized guidance and maintaining a high standard of care that ensures every financial decision is made in the client's best interest.

With a focus on personalized strategies and expert advice, Cooper Eagle serves the Chester community by helping individuals and institutions turn their financial aspirations into reality.