Cavett Cooper,
Certified Exit Planning Advisor
in Huntsville, AL
Meet Cavett Cooper, CFP®, CKA®, CEPA, and founder and CEO of Anthem Advisors
As a Certified Exit Planning Advisor (CEPA) and business owner himself, Cavett Cooper understands that owning a business is a unique calling. Most business owners don’t think about exiting, but they do think about how to make their business more valuable. Through a structured planning process, Cavett works with owners to measure the value of a company’s intangible assets like human, capital, structural, and social. Then, he’ll help you make a plan to build your business into one that is transferable and profitable, and one that you feel confident stepping away from.
Cavett’s work with business owners often centers on the broader questions surrounding an exit: how a transition may affect family, employees, and legacy; how financial resources will support life after the business; and how charitable and generational goals may fit into the planning process.
Cavett holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation, the Certified Kingdom Advisor® (CKA®) designation, and a Master of Business Administration (MBA). He and his wife are raising five children, and their family is actively involved in their church and local community in Huntsville, Alabama.
Why choose a CEPA?
75% of business owners regret their exit*
You don’t have to become another statistic, and you certainly don’t have to do it alone. CEPAs like Cavett are fully equipped to support your financial, personal, and even spiritual goals for your post-exit life.
*Industry data collected from the Exit Planning Institute (EPI)
You may have rose-colored glasses on
Many business owners don’t know what their business is actually worth, and may even overvalue it. A CEPA will help you structure your business in a way that is scalable, transferrable, and that makes it possible to step away from.
Support Beyond the Numbers
Cavett’s support doesn’t stop at your finances. He is able to coach you through your retirement and legacy plans, including educating your family regarding your estate and helping you determine what you’re retiring to, not just what you’re retiring from.
Who Anthem Advisors Serves:
We serve business owners across the greater Huntsville, AL area and around the country.
Most US businesses are family owned and operated, yet only 32% of business owners have a documented exit plan. CEPAs like Cavett help make the transition easier for business owners, their families, and their employees.
Not only that, but many business owners don’t know their identity outside of their work. Anthem is equipped to support you beyond your role as a business owner and feel more confident as you step away.
A Ministry,
Not Just a Business
Our team at Anthem sees our work as an act of stewardship—helping clients align their financial lives with their values and purpose. Every recommendation is made through the lens of wisdom, integrity, and faith.
Our Financial services
Beyond our business exit planning services, we can support you in every facet of your financial story.
Investment Management
For us, investments are about more than just returns and gains. We believe investments should be a return on what you value. That’s why we can help you build an investment portfolio that honors biblical beliefs and make a positive global impact.
Retirement Planning
A lot changes in retirement, including your income sources and even your tax liability. We’ll help you navigate withdrawal strategies and even think through how you want to spend your time in retirement.
Tax Planning
Your tax strategy can be a powerful tool on your financial planning journey. We’ll develop long-term strategies for your working years, retirement, and beyond.
Family Legacy Planning
Thinking through how you want to be remembered can be challenging—and sometimes intimidating. Let’s talk through it together. Our team will guide you through how to think through your legacy and how to communicate your wishes to your family.
Estate Planning
Preparing your estate for your loved ones is a vital piece of every financial plan. We’ll explore how your estate plan can help you achieve your goals and reflect your deepest-held values.
Charitable Giving
Generosity can have a significant impact on your financial plan and in your heart. Together, we’ll explore smart charitable giving options that make the most difference, for you and for the causes you care about.
Insurance Planning
Protect the wealth you’ve built and the loved ones who benefit from it. Our team can help you consider your insurance options without being salesy or pushing products on you.
Business Exit Planning
Anthem Advisors is fully equipped to guide you through a business transition in a way that reflects your hard work and values.
Financial Advisors in Huntsville, AL
We’re located just south of downtown Huntsville, easily accessible off Memorial Parkway.
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110 Lily Flagg Rd SW
Huntsville, AL 35802 - Monday-Friday: 8 a.m.-5 p.m.
- 256.288.0192
You Don’t Have to Figure This Out Alone
Meet with us today to discover the full potential of your finances.