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Elisabeth Dawson is dedicated to eliminating the burden and anxiety money creates for so many people today. Through meaningful financial education, she fosters confidence and clarity, empowering every individual to take control of their financial trajectory through informed decision-making and thoughtfully designed strategies. Elisabeth is passionate about helping as many people as possible to achieve the dream of their own ideal future and exceed their expectations for a financially successful life journey and a secure retirement.
With 24 years of experience in the financial industry, Elisabeth is the founder of Copia Wealth Management & Insurance Services, Copia Wealth Management Advisors, Elisabeth Dawson, Inc., and Wealth by Design. She is an entrepreneur, author, certified money coach, comprehensive financial planner, and licensed fiduciary.
Copia Wealth Management & Insurance Services, as well as Copia Wealth Management Advisors, are organizations that provide financial and insurance advice with education to help clients achieve their desired wealth goals. Her organization’s macroeconomic approach begins with a comprehensive evaluation of a client’s “wish list” and financial engineering strategies to achieve successful results with minimized risk.
Unlike other traditional financial planning firms, Copia Wealth Management & Insurance Services and Copia Wealth Management Advisors, Inc. with Elisabeth as President and CEO, educates and counsels her clients through every financial task and decision in their lives. Elisabeth specializes in working with entrepreneurs, small businesses, individuals, couples, families, and multi-generational legacy families. Elisabeth’s financial areas of expertise include insurance, various investment strategies, retirement income planning and protection, tax mitigation strategies, wealth accumulation, and distribution planning strategies to last throughout the growing longevity we are facing today.
Visit www.ElisabethDawson.com for additional financial education resources and to find out more about Elisabeth's latest projects.
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