Nathan Cope bio image
Nathan W. CopeAIF® Vice President, DiLauro Wracher & Thomas Financial Advisor, RJFS

Nathan began his career in the securities industry in 2012. In 2019, he earned the Accredited Investment Fiduciary® designation which helps demonstrate that he has met the educational, competence, conduct, and ethical standards to carry out a fiduciary standard of care and serve the best interests of the clients. In 2022, he was named ’25 Next Gen Advisors To Watch’, by AdvisorHub.

Nathan focuses on assisting individuals, families, businesses, trusts, and foundations with strategic financial decision-making. Discussing and analyzing each client’s wants and needs to develop an in-depth understanding of their goals and risk tolerance and then, developing a tailor-fit investment approach to help meet the client’s short and long-term goals.

To instill confidence within his clients, Nathan explains each individual action plan through an easy-to-digest discussion. He centers initial conversations around a probability of success equation, taking confusion and emotion out of the investment decision process. His focus is on understanding each client’s full financial picture. This includes not only investments and financial planning, but also; management or utilization of debt, estate planning, succession planning, alternative income generation, risk analysis, cash flow analysis, exit planning, and the utilization of investment banking capabilities. While most advisors focus solely on asset accumulation, Nathan allocates time to discuss asset distribution, asset preservation, as well as income generation. He also has extensive experience within the defined contribution space, including, Multiple Employer Plans (MEP), as well as, serving as a 3(21) or 3(38) fiduciary for corporate retirement plans.

A lifelong interest in the financial markets and the joy that comes along with helping others accomplish their goals in life are the driving forces behind his career.

Nathan is a former collegiate athlete at The University of Akron. In his spare time, he enjoys golfing or attending basketball, football, or baseball games. The Howland, Ohio native is an avid traveler and resides in Cleveland, Ohio.