Our mission is to be
Your trusted source for all your financial matters.
OUR BIO:
Canopy Financial Planning LLC, a subsidiary of Magnolia Financial Planning which was formed in 1998 by CEO Robby T Bryant CFP, CEA.
THE CANOPY VISION
Providing sustainable growth for high-net-worth individuals and institutions
THE VIGILANCE
Researching high-growth, income stocks and maintaining strategies for downside protection while coordinating with the client’s comprehensive financial road map.
THE VERSATILITY
Achieving excellent returns despite pandemics, recessions, wars and rumors of wars
THE VANTAGE POINT
Maximizing the decades of experience of the Canopy team members
CANOPY IS THE HOME OF THE
MONEY, MAP, GO!
Your customized financial road map that helps you get to your destination.
THE POWER OF A PLAN
At Canopy, our focus is to make your money work for you. By creating an overall financial plan, your money will be equipped to meet your investment, retirement, and estate planning goals. Many high-net-worth individuals go from being rich and famous to being poor and forgotten. Your money needs a plan. At Canopy, you can experience the power of a plan – a plan that will power your future.
