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Skinner, Copper & Ehmen Wealth Management
Skinner, Copper & Ehmen Wealth Management opened in 2007 in Springfield, Illinois, continuing a local advisory relationship that the principals trace back more...
Skinner, Copper & Ehmen Wealth Management
Skinner, Copper & Ehmen Wealth Management opened in 2007 in Springfield, Illinois, continuing a local advisory relationship that the principals trace back more than 25 years. The firm operates as a Registered Investment Advisor serving individuals, high-net-worth families, business owners, and retirees from a single location at 3000 Professional Drive. The practice anchors its offering in comprehensive financial planning — retirement cash-flow management, estate planning, business succession, and risk management — alongside discretionary portfolio management calibrated to different life stages. The firm's public materials reference college savings, student-loan strategies, and major-purchase planning, indicating broad retail-to-affluent bandwidth. Geographic concentration is local: all disclosed activity is served from the Springfield headquarters. The firm has no public AUM disclosure, no named institutional portfolio holdings, and no separate vehicles such as philanthropic foundations or co-investment clubs. Its durable presence in a midsize Midwestern capital — Springfield — reflects a client-acquisition model built on decades of community referral rather than national marketing or intermediary platforms. Unlike multi-family offices that aggregate outside families onto a shared platform or RIA roll-ups that centralize back-office functions, Skinner, Copper & Ehmen remains a deliberately single-office, single-community practice. Succession continuity appears tied to the founding partners' longevity in the market rather than to a disclosed next-generation transition plan.
General information
Firm type
Bank / Wealth / Trust
Year founded
2007
AUM
Undisclosed
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.
Does Skinner, Copper & Ehmen disclose assets under management?
No. The firm has not published an AUM figure, and no verifiable third-party source reports one. The absence of public AUM data is consistent with a locally focused RIA that does not market to institutional allocators.
Who runs Skinner, Copper & Ehmen?
The firm's website references a team of advisors but does not name specific principals, investment-committee members, or portfolio managers. No principal names could be verified from public sources.
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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