A Family Business
With more than 50 years of combined experience, our foundation remains unchanged: integrity, loyalty, and a steadfast commitment to helping each client pursue their unique financial goals.
Cópia Investments was founded by Mark Headrick and his daughter, Madeline “Mattie” Smith. Together, they continue a 44-year tradition of serving individuals and families in LaGrange, Georgia with relationship-driven financial guidance. After Mattie chose to carry forward the legacy her father built, they developed a renewed vision for the future—honoring long-standing client relationships while expanding their services to meet the evolving needs of today’s families and retirees.
In 2023, they purchased and renovated an office on the Square in downtown LaGrange, reaffirming their commitment to maintaining a strong local presence and deep community involvement. With a new location, expanded team, and Mattie’s completed licensure, the firm embraced a new chapter and a new name. Formerly operating as Southeast Asset Management for over 15 years, the firm became Cópia Investments—a name derived from “Cornucopia,” symbolizing abundance.
Our mission is to help clients envision and build lasting abundance, beginning with a thoughtful, well-structured financial plan for today and tomorrow. We view financial planning not simply as a profession, but as a calling.
As an independent financial services firm, we clear through Cambridge Investment Research in Fairfield, Iowa. Our independence, though heavily regulated, allows us to access and recommend a broad range of investment products and planning strategies tailored specifically to each client’s objectives.
Comprehensive Approach
We intend on designing a plan to ultimately meet our clients' risk tolerance while diversifying their portfolio to ride It out through market volatility. You can count on unbiased recommendations and impartial guidance based directly on your personal objectives.
Committed to Service
Every successful financial strategy starts with an excellent client relationship. We only want what's in the best interest of each client. It's important to us that our clients feel comfortable in our friendly/non-corporate environment.
We're proud to say we truly are only a phone call away.