Keith D. Copeland, CPA, CFP®, ChFC®

Financial Advisor

  • Focus: Business owners and families / "Family CFO" services
  • Education: Bachelor’s Degree, The Ohio State University Fisher College of Business
  • Certifications: Certified Public Accountant (CPA), CERTIFIED FINANCIAL PLANNER™ professional, Chartered Financial Consultant
  • Fun Fact: My twin brother is a Fighter Pilot in the Navy. People often ask if we’re identical and my answer is an astounding, “Yes! But our office views are usually very different.”

Drawing upon years of experience counseling business owners and families in accounting and financial topics, Keith’s professional enjoyment comes from helping his clients make the transition from a position of the unknown to a new mindset of confidence and clarity.

For the first 10 years of his career, Keith owned and operated a family CPA firm primarily serving business owners, individuals and families in the areas of tax and accounting. He joined Hamilton Capital in 2016, deciding to sell the accounting firm to pursue a role that would provide the ability to help business owners and families more holistically.

At Hamilton Capital, Keith now works on the Wealth Management team assisting clients in the areas of investment management, tax, cash flow planning, business planning, risk management and estate planning.

A graduate of the Fisher College of Business at The Ohio State University, Keith holds a Bachelor of Science in Business Administration with a specialization in accounting. He is a Certified Public Accountant and has earned the CERTIFIED FINANCIAL PLANNER™ certification.

I was employed as a staff accountant at age 12

Granted, my compensation consisted of a roof over my head and lunch money since the job was with the family business. Some may not get excited about my 12-year-old job, but my experiences working with business owners and families have clarified my professional passion: I love the satisfaction that comes from successful client relationships.

I often help clients answer questions and solve complicated issues or achieve long-term goals. These projects range from simple questions to more complicated aspirations such as selling a company or navigating major life transitions. Helping people successfully maximize these opportunities and experiencing their satisfaction is a true joy.