Canopy Wealth Management
Ernest P. Moosherr, MBA, ChFC®, is the Founder and Wealth Advisor at Canopy Wealth Management, a position held since 2018, where expertise in customized portfolio management and wealth planning is leveraged to provide high-quality, personalized fiduciary services to clients. Prior experience includes over three decades at Northwestern Mutual, where roles ranged from Wealth Management Advisor to College Intern. Education credentials include a Master of Business Administration from Loyola University Maryland Sellinger School of Business and Management, as well as a Bachelor's degree in Business Administration and Management from Loyola University Maryland.
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Canopy Wealth Management
Canopy Wealth Management is a fee-based firm that adheres to the highest fiduciary standards, providing our clients with advice that is truly unbiased. We are an independent wealth management firm providing customized portfolio management and wealth planning services for clients in all phases of life. Our advisors always put client needs first and have helped them achieve long-term financial success and security. Disclosure: Canopy Wealth Management is a registered investment adviser. This platform is solely for informational purposes and does not offer advisory services or sales of securities. Investing involves risk and possible loss of principal capital. Comments by viewers and/or recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and mis information may be deleted. Content may be dated. Links to third party sites, or information is from a reasonably reliable source.