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Planning built around your life

Building Your Confidence Together

Clear, personal financial guidance for the life you're actually building — explained in plain language, with no jargon and no pressure. Whatever comes next, we're here to help you feel confident about it.

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Registered Investment AdviserHeld to a Fiduciary Standard
Founded in 2020Jacksonville, Florida
Personalized PlanningFor Entrepreneurs & Professionals
Investment & CFO ServicesHolistic Financial Guidance
Rodney Cooper, R. Cooper & Associates
5+
Years of Experienceserving clients with clarity
What We Strive For

Giving You The Power To Determine Your Future

You should never feel talked down to about your own money. We keep everything clear — plain language, honest answers, no pressure — so the decisions stay yours, made with confidence.

From personal financial planning to CFO-level guidance for your business, we help you cut through the noise and focus on what actually matters to you and the people you're doing it for.

Explore Our Services
Who We Serve

Guidance that fits your world

We understand that every financial journey is unique. Our approach is built around you.

Entrepreneurs

Running a growing business is hard enough without second-guessing the money side. We help you make sense of cash flow, taxes, and what comes next — so you can stay focused on building.

Business Owners

You've built something real. We help you protect it, plan for what's next, and keep your business and personal goals pulling in the same direction.

Professional Athletes

A short earning window changes everything. We help you make the most of today and build a plan that keeps working long after the game does.

Our Approach

Beginning Our Comprehensive Approach

Our process serves as a GPS for your financial journey — designing a detailed roadmap based on your current position and future goals. With our support, navigate life with confidence and clarity.

01
Step One

Understanding You

We start by getting to know you — your values, your dreams, and your current financial situation. This foundational step allows us to see the full picture and understand what truly matters to you.

02
Step Two

Identifying Goals

Next, we help you identify and prioritize your financial goals. Whether it's saving for retirement, buying a home, or funding education, we work with you to select goals that align with your values.

03
Step Three

Analyzing Course

We then analyze your current financial strategies to determine if they are aligned with your goals. This step helps us identify any gaps or areas that need adjustment to keep you on track.

Start Your Journey
Who We Are

We're in this with you, for the long haul

Founded in 2020, R. Cooper & Associates is dedicated to being a steadfast companion on your financial journey, offering support through life's challenges with accessibility and readiness.

Our mission is to empower through comprehensive financial planning — eliminating clutter, setting clear destinations, and presenting thoughtful solutions built on transparency, accountability, safety, and security.

  • Transparency in every recommendation
  • Accountability to your goals and timeline
  • Safety and security in all planning decisions
  • Open communication throughout your journey
Get To Know Us
Rodney Cooper
What We Do

The right help, exactly when you need it

Start with what matters now, and add the rest as life changes. Here's what we can do together.

Retirement Planning

Strategies to build, protect, and distribute wealth for a secure retirement.

Investment Management

Diversified, goal-driven investment portfolios tailored to your risk profile.

Estate Planning

Protect your legacy and ensure your assets are distributed according to your wishes.

Business & CFO Services

Financial strategy and CFO-level support for small-to-midsize businesses.

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Insights & Commentary

Perspective for the long term

Plain-English notes on planning, markets, and the decisions that actually move the needle.

Coming soon

Why your first move is a written plan, not a hot stock

The boring math that compounds over decades beats the tip that feels exciting today. Where real plans start.

Read more →
Coming soon

Social Security timing: the question most people get backwards

Claiming early, late, or somewhere in between changes the math more than almost any other retirement decision.

Read more →
Coming soon

What "enough" looks like — retirement in lifestyle terms

Retirement isn't a number. It's a way of living that has to be funded month after month. We start there.

Read more →

New commentary is on the way — and it's the foundation for the R. Cooper & Associates newsletter.

Get In Touch

We Want to Hear From You

The first step is just a conversation — no cost, no pressure, no obligation. Tell us a little about where you are, and we'll help you figure out the next move.

Phone(904) 335-7764
Emailrodney@rcooperinvestments.com
LocationJacksonville, Florida
By appointment
HoursMonday – Friday, 9:00 AM – 5:00 PM ET
Evening & weekend appointments available by request

Send a message

Tell us a little about your situation. We'll reach out to set up a discovery call.