With over 20 years of experience in investment management and financial planning, we bring insight to help you avoid emotionally driven decisions in important money matters. To help accomplish this, we are available to consult with you at key moments of decision-making and do the research necessary to provide you the requisite information. We also disclose any of our own potential conflicts of interest.
Megan Kopka, a seasoned Certified Financial Planner™ (CFP®) professional and Registered Life Planner (RLP®) with over 15 years of experience, distinguishes herself in the financial planning arena. Her journey is deeply rooted in personal experiences, including roles as a caregiver and widow, shaping her distinctive approach to financial planning.
Facing pivotal moments early in her career, Megan’s commitment to bridging the gap between financial planning and the nuanced needs of widows and caregivers became her mission. As a managing partner of Apprise Wealth Management, Megan combines her professional acumen and personal insights to offer comprehensive and empathetic financial solutions tailored for those facing similar circumstances.
Megan is a former educator and strives to educate women facing new beginnings about their personal financial well-being and best practices. In addition, she has been featured on podcasts, and spoken professionally for caregivers, widows, and inside the financial industry as it pertains to guiding widows through financial planning.
She launched her own Registered Investment Advisor (RIA) business so she could provide financial planning, personal finance, and investment management services and education to widows and caregivers. She believes that a client-advisor relationship is likely the most intimate professional relationship one can engage in. Please read this blog if you would like to learn more about what inspired Megan to start her own RIA and ultimately merge with Apprise and work with widows and caregivers.
Megan is the mother of two adult children: Bruce, her son, who is working in the Maritime industry, and Jaden, her daughter, who is pursuing her pilot’s license. An active member of the Modern Widows Club, Megan is dedicated to inspiring and empowering widows and caregivers through her unique blend of personal and professional expertise.
We have some exciting news to share! As of January 1, 2024, Apprise Wealth Management and Kopka Financial have merged. The combined firm will retain the name of Apprise Wealth Management. Phil Weiss, CFA, CPA, RLP®, from Apprise Wealth Management, and Megan Kopka, CFP®, RLP®, from Kopka Financial, will serve as the managing partners of the newly integrated firm.
We expect to serve our current and prospective clients with increased care and expertise. We believe this merger will enhance your life plans and ours!
This merger represents the next step in our commitment to enhancing our service offering and expanding its depth. For both firms, life planning serves as the focal point in the financial planning relationship. In our view, life planning represents financial planning done right. Kopka Financial’s business centers on working with widows and caregivers. This seamlessly integrates with Apprise’s focus on empowering women facing new beginnings.
Key Highlights of the Merger:
We appreciate the trust and confidence you have placed in us, and we are confident that this merger will enable us to elevate our level of service to provide more value to our current and future clients.
If you have any questions about our merger, please do not hesitate to reach out to Phil or Megan. We look forward to continuing our partnership and serving your personal financial needs.
At Apprise, we believe it is an honor to work with clients and help them plan for and manage their financial future. We believe in stewardship of wealth and fully embrace our duty to always put our clients’ interests ahead of our own.