Tyler Koepf
JD, CPA*
M. Thomas Capital Management
Owner & Advisor
Tyler Koepf
JD, CPA*
M. Thomas Capital Management
Owner & Advisor
I founded M. Thomas Capital Management on the simple premise that everyone can use a little help in this complex financial world. Let's make your financial life easier. - Tyler Koepf, JD, CPA*
Fee-Only financial planner, Lawyer and Certified Public Accountant, located in Chagrin Falls, OH, serving clients throughout the Cleveland area and across the country
Tyler Koepf is a fee-only financial planner located in Chagrin Falls, OH, serving clients throughout the Cleveland area and across the country. M. Thomas Capital Management provides personal financial planning, investment management, and business consulting to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Tyler Koepf - an an attorney and CPA - is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Tyler Koepf’s singular fascination since childhood is the study of money and finance. Regardless of who you are, what you do, or where you live, it is one of our few shared experiences. Money ultimately impacts our ability to spend time with family, how we help our communities, and whether we pursue our dreams.
This passion drew Tyler to an education in Accounting, Finance, and Law followed by a successful consulting career with PricewaterhouseCoopers in Chicago before being hired by a senior executive of a client. After UnitedHealth Group (UHG) acquired the client, Tyler was moved to the global headquarters in Minnesota to work directly with its senior leaders. He was one of the youngest directors to complete UHG’s executive leadership program at Stanford University in addition to managing a broad portfolio of initiatives that included mergers and acquisitions, operational integrations, financial projections and modeling, and international tax issues.
After moving back to his hometown of Chagrin Falls, Tyler sought an opportunity to use his education and experience to make the financial lives of families and small businesses easier. He partnered with a college friend and the founder of V Financial Partners, an Aurora based firm operating through New York Life's insurance and investment infrastructure. The partnership gave Tyler a space to learn the industry landscape, common pain-points clients experience, and an initial prospective on how to best serve those he worked with. This knowledge and experience were the springboard Tyler needed to launch M. Thomas Capital Management in September 2021.
Tyler graduated from Ohio University with a double major in Finance and Accounting. He completed the Ohio Certified Public Accounting (CPA) exam before attending Cleveland Marshall College of Law and passing the Ohio Bar exam.
Tyler lives in Chagrin Falls with his son, Mason, and two dogs, Cody and Denver.
*CPA License is currently in-active in the state of Ohio
M. Thomas Capital Management was founded on the simple premise that everyone can use a little help in this complex financial world.
The specific ways M. Thomas helps our clients varies widely based on their individual needs. If a client feels financially “uneducated”, we will be a teacher. If a client is taking on significant risk, we will be a voice of caution. If a client is anxious about their financial future, we will be an ear to listen.
Before we can take our first step together, we need to understand and meet the client wherever they are on their financial journey. As we move forward, our clients’ success is a prerequisite for our success.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Estate Planning
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Entrepreneurs
- Corporate Executives
Working Together
- Complimentary Initial Consultation
- Clearly Defined Fees
- No Product Sales
- In-Person Local Meetings
- Virtual Meetings
Professional Designations & Affiliations
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Tyler Koepf is a Certified Public Accountant (Learn More)A Certified Public Accountant (CPA) is a professional accountant who has met the education and experience requirements set by their state's Board of Accountancy and has passed the Uniform CPA Exam. CPAs are licensed to provide a wide range of accounting services, including financial statement preparation, tax planning and preparation, auditing, consulting, and other financial advisory services.
Contact Tyler Koepf
Office Locations:
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258 North St
Chagrin Falls, OH 44022
