About Us
We are a team of Financial Freedom Planners with experience of more than 24 years in the Wealth Management Industry.
We focus on “Freedom based Planning” to create Financial Freedom for our clients. Financial Freedom is defined as the stage in our life where “After taking care of all the desired lifestyle expenses the money is still growing”. A stage where Money starts working for you and you are free to live your desired life.
that awesome!
you from initial sketches to the final construction.
brilliant minds!
damages issues in hundreds of litigation and dispute matters.
Our Journey
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1989
Start with a small service
It all started in 1989, when we stepped into the world of life insurance with a simple but powerful purpose — to help families protect their dreams and secure their future. Every policy we offered was more than just coverage; it was a promise of safety, care, and peace of mind for the people who trusted us. Those early years taught us the true value of trust, responsibility, and making a difference in people’s lives.
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1997
Empowering Through Financial Education
By 1997, we realized that knowledge is as valuable as protection. We began hosting seminars and workshops, guiding individuals to understand their finances and make informed decisions. It was our way of empowering people to take control of their money, turning fear and confusion into confidence and clarity.
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2008
Guiding Investors in Mutual Funds
In 2008, we embraced the mutual fund industry as advisors, helping clients navigate the complexities of investments and make informed decisions. Our journey didn’t stop there.
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2012
Expanding Into Full-Scale Financial Solutions
In 2012, we broadened our offerings to include a full spectrum of financial solutions — equity, currency, commodities, trading, wealth management, investment advisory, depository services, and IPO marketing — all through our trusted partner, Prudent Broking Services.
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2015
Introducing WealthBook & Family Office Services
By 2015, we introduced WealthBook and Family Office services, catering to families and high-net-worth individuals, ensuring holistic wealth planning and generational financial security.
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2025
Financial Wellness at Scale
Today, in 2025, Money At Work stands as a beacon of financial wellness at scale, proudly managing over ₹100 crore+ in assets under management (AUM). Our commitment is more than numbers, it’s about building trust, creating clarity, and walking alongside our clients in every step of their financial journey.
At Money At Work, we don’t just manage money — we nurture dreams, protect legacies, and empower lives.
Company overview
With the sole aim of creating Financial Freedom, we have touched more than 10000 families and have trained more than 500 Financial Consultants to be Financial Freedom Planners. We focus on how we can exceed the benchmarks of each asset class. We have won many awards for our expertise in the industry & what matters the most is the satisfaction which we give to our clients by guiding them to Financial Freedom. That’s our biggest achievement and we are committed to multiply this model for more and more people.
Ultimately we want to change the experience of Making Money from one of Stress, Scarcity and Struggle to Power, Celebration and Freedom.
Our Mission
At Money at Work, we are committed to guiding individuals and businesses through every stage of their financial journey. With trust, transparency, and a personalized approach, we educate clients before they invest — helping them build wealth, secure their future, and grow through informed decisions and long-term partnerships.
Our Vision
To create financially confident society where every person can plan, protect and prosper & create Financial Freedom by achieving Financial Literacy
Our mission
Our renowned coaching programs will allow you to:
- Work fewer hours — and make more money
- Attract and retain quality, high-paying customers
- Manage your time so you’ll get more done in less time
- Hone sharp leadership skills to manage your team
- Cut expenses without sacrificing quality
- Automate your business, so you can leave for days, weeks, or even months at a time
How we work
Our Mission
At Money at Work, we are committed to guiding individuals and businesses through every stage of their financial journey. With trust, transparency, and a personalized approach, we educate clients before they invest — helping them build wealth, secure their future, and grow through informed decisions and long-term partnerships.
Our Vision
To create financially confident society where every person can plan, protect and prosper & create Financial Freedom by achieving Financial Literacy
Our mission
- We are a dedicated team with a mission to:
- Bring about the importance of Financial Learning in the society.
- Financial Learning is not provided in our Traditional Education System. We find it surprising that we educate ourselves for more than 15-20 years to earn money but the education to put Money At Work remains missing and so we are life long caught in a trap for working for money.
- Financial learning can put your money at work effectively and give you results beyond your wildest imaginations.
Create Financial Freedom:
- Financial Freedom is a Stage in your life where after taking care of your desired Lifestyle, your Money is Still Growing”.
- Our mission is to create Financial Freedom for people who get associated with us by ‘Planning for Freedom’ unlike’ Planning for Events’
- Work fewer hours & make money
- Phenomenal success in our target
- Retain, high-paying customers
- You’ll get more done in less time
- Leadership skills to manage team
- Generating millions of dollars
Our Vision
Our vision is to change the dimensions the way the Wealth Management is done currently.
Offer win-win propositions.
- Traditionally Consultants push products which offer them healthy Commissions, but we have taken a leap ahead by coming up with solutions where the fees is result-dependent.
- The industry hardly offers such win-win models and we envision to take the industry in that direction.
Replace Event Based Planning with Planning for Financial Freedom.
- People plan for events e.g. Post graduation of their son/daughter, marriage, etc and when the event actually arrives they use it all and then again start planning for the next event.
- We envision creating Financial freedom where not only are the events taken care of but money keeps growing.
Financial Freedom Planners.
- We have already trained more than 500 consultants to be Financial Freedom Planners and wish envision to train 5000+ consultants to be Financial Freedom Planners.
- Work fewer hours & make money
- Phenomenal success in our target
- Retain, high-paying customers
- You’ll get more done in less time
- Leadership skills to manage team
- Generating millions of dollars
Our Mission
- We are a dedicated team with a mission to:
- Bring about the importance of Financial Learning in the society.
- Financial Learning is not provided in our Traditional Education System. We find it surprising that we educate ourselves for more than 15-20 years to earn money but the education to put Money At Work remains missing and so we are life long caught in a trap for working for money.
- Financial learning can put your money at work effectively and give you results beyond your wildest imaginations.
Create Financial Freedom
- Financial Freedom is a Stage in your life where after taking care of your desired Lifestyle, your Money is Still Growing”.
- Our mission is to create Financial Freedom for people who get associated with us by ‘Planning for Freedom’ unlike’ Planning for Events’
Our Vision
Our vision is to change the dimensions the way the Wealth Management is done currently.
Offer win-win propositions.
- Traditionally Consultants push products which offer them healthy Commissions, but we have taken a leap ahead by coming up with solutions where the fees is result-dependent.
- The industry hardly offers such win-win models and we envision to take the industry in that direction.
Replace Event Based Planning with Planning for Financial Freedom.
- People plan for events e.g. Post graduation of their son/daughter, marriage, etc and when the event actually arrives they use it all and then again start planning for the next event.
- We envision creating Financial freedom where not only are the events taken care of but money keeps growing.
Financial Freedom Planners.
- We have already trained more than 500 consultants to be Financial Freedom Planners and wish envision to train 5000+ consultants to be Financial Freedom Planners.
Our team
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Brandon Copperfield
Founder & CEOThe founder of Consulting WP, he has been the captain of this ship from the beginning and has sailed...
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Clark Roberts
Chief Finance OfficerBeing the CFO in the Financial Industry is a tough task, thankfully he was here to man the helm...
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Ashley Hardy
VP Sales and MarketingShe is an accomplished business developer. Her skills at creating relationships with clients are...
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Dennis Norris
Chief Marketing OfficerHe has helped Business WordPress Theme reach new heights and enter new markets. His skills of understanding...
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