R. Cooper & Associates is a Jacksonville, Florida-based financial planning brand founded in 2020, serving entrepreneurs, business owners, professional athletes, and other professionals. Its approach centers on clear, personalized guidance, explained in plain language and designed around each client’s goals, circumstances, and values. The firm helps clients understand their current financial position, prioritize goals, and assess whether existing strategies support their plans.

Services include personal financial planning, retirement strategies, investment management, and estate planning, as well as business and CFO services for small-to-midsize businesses. Investment portfolios are tailored to clients’ risk profiles, while planning can address wealth building, protection, distribution, and the coordination of business and personal objectives. For entrepreneurs and business owners, guidance may include cash flow, taxes, and financial strategy. Athletes can receive support in planning around a shorter earning window and future needs.

R. Cooper & Associates emphasizes transparency, accountability, safety, and ongoing communication. The first consultation is offered without cost, pressure, or obligation. Investment advisory services are provided through R. Cooper Investments, a registered investment adviser.