Canopy Financial Solutions has been recognized as the Best Independent Wealth Manager in the Southeast USA for 2025. This prestigious award highlights the firm’s exceptional approach to wealth management, led by Michael "Zeke" Kelly’s disciplined, hands-on asset management strategies.
-- Canopy Financial Solutions Launches: A Tactical Approach to Wealth Management
In today’s dynamic financial environment, individuals and businesses seek more than just theoretical knowledge from their financial advisors – they want expertise, accountability, and active management. Michael "Zeke" Kelly, a former U.S. Army paratrooper and combat leader, has founded Canopy Financial Solutions, a financial advisory firm focused on offering personalized wealth management strategies with an emphasis on asset growth, risk management, and estate planning.
Drawing from his extensive military background and finance degree from the University of North Carolina at Wilmington, Zeke Kelly’s firm provides services for both personal and business clients, focusing on asset management, retirement planning, financial consulting, and estate planning. A unique aspect of Canopy Financial Solutions' offering is its close collaboration with Zeke's wife, Jessica Kelly, who is the founder of Brick City Law. This relationship enhances Canopy Financial Solutions' ability to provide next-level wealth management, integrating estate and succession planning to help individuals, families, and business owners secure a legacy for future generations.
Experience and Leadership in Wealth Management
As a former U.S. Army Special Operations officer, Zeke Kelly’s leadership experience in high-pressure situations gives him a unique advantage in managing financial portfolios. His firm takes a strategic approach to realizing clients’ financial goals while maintaining a proactive, tactical asset management philosophy.
In Zeke’s words, “Whether you are bringing a million dollars to the table or simply the discipline and desire to grow your wealth, we leverage unique investment strategies and modern resources to help you reach your financial objectives.” His military service, which includes four Bronze Star Medals and the Purple Heart, showcases his dedication to excellence, performance, and accountability.
The firm prides itself on being active asset managers, setting itself apart from traditional financial institutions that often outsource investment management. Canopy Financial Solutions aims to outperform the market by proactively managing investments, focusing on Alpha (outperformance) while avoiding excessive risk rather than diluting with over-diversification.
A New Standard for Financial Consulting
After retiring from military service, Zeke Kelly’s transition to wealth management was driven by his desire to continue serving families and businesses in new ways. "Wealth management is more than numbers," he explains. "It’s about service - something I know well. It’s about building relationships, understanding goals, and delivering results."
Unlike other advisory firms that rely on external advisors or automated systems, Canopy Financial Solutions provides personalized strategies tailored to each client’s needs, focusing on maximizing returns and minimizing risk. This hands-on approach allows clients to feel confident in their financial decisions, knowing their investments are being actively managed by experts dedicated to their success.
The firm’s integrated approach, which benefits from Zeke’s collaboration with Jessica Kelly’s legal expertise in business and estate planning, gives clients a clear advantage in securing their financial futures while navigating complex legal considerations.
A Proven Track Record of Financial Expertise
Zeke Kelly brings a wealth of knowledge to his firm, with several professional certifications, including the Chartered Financial Consultant (ChFC) and Federal Retirement Consultant (FRC) designations. His commitment to acting as a fiduciary ensures that every client receives sound advice that is in their best interest.
The firm offers a broad range of services, from retirement planning to asset growth and protection, to ensure that clients can secure their financial futures, whether they are looking to build a legacy or simply gain better control over their current financial situation.
Canopy Financial Solutions’ Commitment to Clients
At the core of Canopy Financial Solutions is the belief that wealth management should be simple and efficient. Zeke Kelly states, "I believe in a sound financial plan, but let’s be honest, investment returns are the single biggest driver of your ability to retire well. Simplicity is the ultimate sophistication."
By eliminating the complexity often associated with wealth management and focusing on asset growth, Canopy Financial Solutions offers a refreshing approach to financial planning. Clients who work with Zeke Kelly and his team can expect clear communication, tailored strategies, and most importantly, performance-driven results.
Recent Recognition: Best Independent Wealth Manager in the Southeast USA of 2025
Canopy Financial Solutions has earned significant recognition in the industry, being named the Best Independent Wealth Manager in the Southeast USA of 2025 by Best of Best Review. This prestigious award highlights the company’s dedication to excellence, its innovative approach to wealth management, and the results it delivers for its clients.
The award acknowledges Canopy Financial Solutions’ outstanding leadership under Michael “Zeke” Kelly, whose military discipline and strategic vision have shaped the firm’s commitment to hands-on asset management. It also underscores the firm’s commitment to providing personalized, results-driven financial solutions that outperform traditional models. With this recognition, Canopy Financial Solutions continues to solidify its position as a leader in the wealth management space.
About Canopy Financial Solutions
Founded by Michael “Zeke” Kelly, Canopy Financial Solutions is a wealth management firm based in Sanford, North Carolina. With a focus on active asset management and personalized financial consulting, the firm provides services to individuals and businesses aimed at protecting and growing assets. Through its proactive approach to investment management, the firm helps clients achieve long-term financial success.
Through its collaboration with Brick City Law, the firm also offers a robust estate planning and business consulting framework to better serve clients with complex financial needs.
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Media Contact:
Michael "Zeke" Kelly
Founder and Principal, Canopy Financial Solutions
Email: zeke@canopyfinsol.com
Website: Canopy Financial Solutions.
LinkedIn: Michael Zeke Kelly
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Name: Michael "Zeke" Kelly
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Organization: Canopy Financial Solutions
Website: https://www.canopyfinsol.com/
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