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Accounting Firm

CPA Financial Advisors Inc

CPA-led wealth management firm combining retirement planning with tax, accounting and small business consulting

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TrustList summary

CPA Financial Advisors Inc is a financial planning and accounting practice led by Lynette E. Atchley, who holds the CPA/PFS and CFP designations. It brings tax work and wealth management together so clients get one joined-up view of their finances.

What CPA Financial Advisors Inc does

  • Wealth management: full-service planning and investment strategies matched to each client's goals and risk tolerance.
  • Retirement planning: guiding clients towards and through retirement, including during life transitions.
  • Tax and accounting: managing taxes for individuals and businesses.
  • Small business consulting: advice to help owners grow their companies.

Who it serves

The firm works with individuals, families and small business owners, with a focus on long-term relationships.

Key facts

  • Leadership: Lynette E. Atchley, CPA/PFS, CFP, CEO and managing director
  • Experience: close to 20 years

Summary written by TrustList from the business's own published information, Sep 2026.

Categories & features

What the business tells TrustList

Founded
2006 (20 years) evidence sent

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