About Us
Care. Competence. Clarity.
What Makes Canopy Different?
As an independent firm, we provide fiduciary guidance focused solely on our clients’ best interests.
We believe big banks and large firms fail to provide the personalized attention you deserve, and that their conflicts of interest can prevent them from putting clients first. That's why we created Canopy: to deliver personalized wealth management and disciplined oversight to protect and grow your wealth.
Genuine Care
We don’t do things the easy way—we do them the right way. Where others take shortcuts, we dig deeper. Our promise is that you will never meet an advisor who genuinely cares about your family’s financial success more than we do.
Relentless Competence
Our team is committed to continuous education and innovation in wealth management. We never stop refining our craft—constantly studying strategies and human behavior to improve outcomes.
Simplified Clarity
Great advice should change behavior. We always bring the discussion back to the solution which is simplest, most efficient and most effective for you. We don’t ask you implement solutions unless you fully understand and believe in it.
Be wary of negative headlines and bad social media advice, innovation and economic growth continue over time. Betting against progress has historically been a losing strategy.
Eric Raether CFP®
Founder, Canopy Wealth Management
Our History
$1B+
Assets Under Management
450+
Households & Families Served
30+
Years of Leadership Experience
32
States We Currently Serve In
Data as of February 2026.
Wealth management, built for you
Care. Competence. Clarity
We believe big banks and large financial firms fall short in providing the personalized care and attention you deserve—and that their conflicts of interest can prevent them from truly putting clients first.
To change that, we created Canopy.
We're independent and intentional in our approach. We are a fiduciary and always act in our clients’ best interests. By being intentional with who we work with, we ensure everyone receives the dedicated attention and thoughtful service they deserve.
No one can predict markets consistently. Successful investing comes from discipline and planning—not guessing on what markets will do next.
Ernie Moosherr, MBA, ChFC®
Founder, Canopy Wealth Management
Get Started
Step 1
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Step 3
Step 1
Get to Know Each Other
- We talk through your goals, questions, and current situation
- You share the big pieces: income, savings, benefits, what’s on your mind
- You get a sense of how we think, how we work, and how we help people like you
Step 2
Analyze Your Situation
- We review investments, fees, and tax impact
- We show you what’s working, what’s not, and how we’d improve things
- You get a clear picture of the value we can add — before making any commitment
Step 3
Onboard With Confidence
- We connect your accounts and build your full financial plan
- Your investments, cash flow, and tax strategy get aligned
- You walk away knowing what’s happening, why, and what comes next