Independent Financial Planning — we handle the details, so you can focus on what matters most
For business owners, athletes, and high-income professionals who choose relationships over transactions.
based in wesley chapel, fl and albuquerque, nm
For over 20 years, Chad has served clients across New Mexico, Florida, Texas, Louisiana, Virginia, Arizona, and Georgia. Built on referrals and reputation, what began as a local practice has grown into a multi-state advisory firm.
Design the life you want
At Cooper White & Associates, we learn your unique situation and goals to create a holistic plan that evolves through every stage of your life.
Why choose us?
What would financial freedom look like to you?
Financial Planning
Is your plan built around your priorities—or just your portfolio?
Investment management
Is your investment strategy part of a plan – or the entire plan?
Retirement planning
Is your retirement strategy designed for decades, not just a date?
Insurance & Risk Management
If something unexpected happened, would your family be protected – or left to figure things out?