Episode 1 available now!

What can a CPA do for you?

Whether you’re just embarking on your career path, easing into a well-earned retirement, or somewhere in between, quality financial consulting is key to helping you build, maintain, and maximize your wealth.

It can be difficult to take the first step towards a more fulfilling financial life. Maybe you’ve never spoken to a financial professional before. Maybe you’re nervous at the thought of opening your books to someone else. Maybe you’re convinced that accounting and investments are only for people with corner offices and seven-figure salaries.

We specialize in helping small businesses, entrepreneurs, and young families make informed choices today, budget for tomorrow, and save for the future. No goal is too modest. No bank account is too small to grow.

We offer a wide range of financial services to help you reach your goals—all customized to your specific needs. Put simply: you tell us what you’d like to do and we help you take steps to get there.

We encourage you to engage with the complimentary information on this site and hope that it inspires you to take better control of your finances. If you’d like to learn more about what we can do to help you achieve more with your money, just ask. We’d love to meet you!

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Our Services

1657 W. Broad St. #5, Richmond, VA 23220*

NC CPA License #40350  | SC CPA License #9761

VA CPA License #34537  |  VA Firm #134355

Firm Licensed in Virginia

Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory services offered through Carroll Financial Associates, Inc., a Registered Investment Adviser. Carroll Financial and Cetera are not affiliated. Carroll Financial and Cetera are under separate ownership from any other named entity.

This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com.

Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

Tax services are provided by Peters Tax Preparation & Consulting, PC and are not provided by Cetera Advisor Networks or Carroll Financial

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