Copper Canyon

Welcome to Copper Canyon LLC, a boutique investment firm located in the heart of Orlando, Florida. We are dedicated to providing comprehensive and personalized financial solutions to help you achieve your long-term wealth objectives. Our team of experts takes the time to get to know you, your financial aspirations, and your risk tolerance. By understanding your unique circumstances, we design custom investment strategies that suit your needs and objectives.

Expert Financial Advisors

As a fiduciary, our primary focus is on your best interests. You can trust that our recommendations are driven solely by what is best for you, as we are legally obligated to act in a manner that prioritizes your financial well-being. Our team of financial advisors is committed to complete transparency regarding their compensation and any potential conflicts of interest. We strive to provide a clear understanding of our fee structure, ensuring that you know exactly how we are compensated for our services.

Fee-Only and Fiduciary Duty

At Copper Canyon LLC, transparency is of utmost importance to us. Our fee-based model ensures that our interests are aligned with yours, and you can always be confident that we are working diligently to maximize the value of your investments. Our financial advisors take a personalized approach to financial planning and investment management. They thoroughly assess your unique financial goals, risk tolerance, and current financial situation to create a customized investment strategy that aligns with your objectives.

Comprehensive Financial Solutions

Our firm offers comprehensive and personalized financial solutions, including retirement planning, tax optimization, estate planning, and more. We believe that all aspects of your financial life should be considered when creating an investment strategy. That's why our financial advisors take the time to understand your unique circumstances and goals. We are committed to providing tailored investment advice that aligns with your objectives and financial situation.

Independent Custodian

At Copper Canyon LLC, we prioritize the security of our clients' assets. That's why our clients can choose their own brokerage service, and we never hold client funds with our firm. We have established relationships with Interactive Brokers and Charles Schwab, where our firm maintains professional financial advisor accounts. This setup allows clients to access their investment account through the broker's online portal, providing transparency and convenience.

Dylan Quintilone, Investment Advisor Representative & Founder

Beyond his role as a devoted husband and father, Dylan has a passion for staying active and maintaining a healthy balance in life. One of his favorite hobbies is golfing, and he embraces the challenge of the game while enjoying the serenity of the greens. Whether it's a friendly round with friends or a competitive match, golfing brings Dylan a sense of fulfillment and relaxation. Running not only keeps him physically fit but also provides a mental clarity that enhances his overall well-being. Above all, Dylan cherishes the moments spent with his family. As a financial advisor, Dylan is driven by a passion for helping others achieve their financial goals. With a background in finance and investment, he has been fortunate to assist numerous individuals and families by investing for their future.

Paul Clay, Investment Advisor Representative

Traveling is a fundamental part of Paul's life. The thrill of exploring new destinations, embracing diverse cultures, and meeting people from all walks of life ignites a sense of wonder and adventure within him. Each journey is an opportunity to expand his horizons, gain valuable experiences, and foster meaningful connections. Paul's passion for exploring new horizons reflects his approach to financial planning. He believes that understanding each client's unique journey is essential to providing personalized and effective financial solutions.