Cooper Eagle of West Chester

Cooper Eagle of West Chester is a financial planning firm serving individuals and families in West Chester, Pennsylvania. The firm offers personalized financial planning, retirement planning, personal CFO services, and institutional fiduciary services, all delivered through a fee-only, client-first approach. With a focus on long-term financial security and tailored strategies, Cooper Eagle supports clients in achieving goals related to wealth growth, preservation, and transfer. The firm operates across Chester County and surrounding areas, serving clients from the West Chester region and beyond. It holds a 4.90 rating based on customer reviews, reflecting strong client satisfaction.

The firm emphasizes a fiduciary commitment to integrity, transparency, and loyalty, ensuring that every financial decision is made solely in the client’s best interest. Services are structured around individual life goals, with detailed financial modeling and ongoing guidance. The team includes Andrew Cooper, founder and president, who oversees firm operations and client strategy, along with Becky Bleivik, Rachel Stutzman, and Rick Elam, who lead client service, onboarding, and retirement plan consulting, respectively. Their approach combines strategic planning with personalized attention to help clients navigate complex financial decisions.

Located at 200 Lawrence Drive, the West Chester office sits just a short distance from key local landmarks. It is approximately 0.2 miles from the East Branch Chester Creek and the West Chester Bypass, and about 0.3 miles from West Goshen Community Park and the Fern Hill Medical Campus. The office is also near Fernhill Road and Phoenixville Pike, placing it within a well-connected area of the city.

Cooper Eagle of West Chester is recognized for its client-focused advisory model and consistent delivery of fiduciary care, earning a high level of trust among residents in the region. Its strong reputation is rooted in personalized service and transparent financial guidance. As a trusted financial partner in West Chester, the firm helps clients build lasting financial confidence.