Mission, Vision & Values

Building On a Culture of Collaboration, Caring and Connection

Our Mission

At Copeland Buhl, our mission is to foster growth through caring and collaborative relationships.


Our Vision

Build upon our culture of collaboration, caring, and connection to become known as a difference-making regional firm that goes deeper with our clients and provides actionable advisory insights with a practical approach.


Our Values

We deliberately select team members and clients who share our vision and embody our core values:

  • We are collaborative, drawing on team members’ unique expertise and experience to develop solutions that are tailored to our clients’ needs.
  • We are in equal measure passionate about client-focused results and caring about the well-being of our team members and our clients’ employees.
  • We are engaged and authentic.
  • We are unified as we move toward our shared vision.
  • We empower growth for our team members and our clients.
  • We seek practical, high-quality solutions.
  • We have fun.