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Skinner, Copper & Ehmen Wealth Management
Formed in 2007 by its three named founding partners, Skinner, Copper & Ehmen Wealth Management operates as a registered investment advisor based in...
Skinner, Copper & Ehmen Wealth Management
Formed in 2007 by its three named founding partners, Skinner, Copper & Ehmen Wealth Management operates as a registered investment advisor based in Springfield, Illinois. The firm provides integrated planning and portfolio management to a client base that includes individuals, high-net-worth families, and corporate entities. Its formation coincides with a period when many experienced advisors left large brokerage firms to establish independent RIAs, adopting a fiduciary standard that legally obligates them to place client interests first. The firm delivers financial planning alongside discretionary and non-discretionary investment management. Its service model encompasses retirement income strategies, tax-aware portfolio construction, and estate coordination for locally concentrated wealth. The geographic focus remains central Illinois, serving a clientele concentrated in Sangamon County and the surrounding agricultural and professional-services economy. Staffing and asset levels are not publicly reported, consistent with many closely held advisory practices of its vintage and size. The firm has not disclosed adjacent vehicles, philanthropic entities, or club memberships for its principals. No acquisitions, team lift-outs, or office expansions have been announced in public records. The firm's structural differentiator is its posture as a fiduciary RIA in a secondary market. Unlike broker-dealers that dominate smaller Midwestern cities, an independent RIA can offer conflict-free advice without product-sales quotas. For a family office or institutional allocator evaluating the firm as a potential sub-advisor or local partner, the relevant question is whether its book of business provides differentiated access to private companies or real assets in the Springfield area — a point on which no public evidence exists.
General information
Firm type
Bank / Wealth / Trust
Year founded
2007
Location
Region
North America
Country
United States
City
Springfield
Corporate office
3000 Professional Drive, Suite 201, Springfield, IL 62703, United States
Frequently asked questions
What is Skinner, Copper & Ehmen's primary service model?
The firm describes its own model as comprehensive financial planning paired with portfolio management. Service areas span retirement cash-flow management, estate planning, business succession, risk management, college savings, and debt strategies, reflecting a holistic wealth-management approach for individuals and families.
Where does Skinner, Copper & Ehmen operate?
The firm's sole office is at 3000 Professional Drive, Suite 201, in Springfield, Illinois. No additional office locations are disclosed. All planning and investment-management activities are run from this single location.
Does Skinner, Copper & Ehmen participate in private-market or alternative investments?
The firm does not publicly list any direct private-market investments, co-investments, or alternative-vehicle commitments. Its public materials describe portfolio management for different life stages without specifying asset classes beyond traditional planning portfolios.
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