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Services for Accounting & Tax Firms

With a team of diverse professionals, including a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Life Underwriter®, and a Certified Public Accountant, we are in a unique position that enables us to not only help businesses, but also partner with CPAs, accountants, and other financial advisors.At ClearBridge Financial, we work with a number of financial, tax, and accounting firms throughout Maryland and the surrounding states.

Our partnerships with these firms revolve around education. With expertise in both financial and tax planning, our goal is to simplify complicated concepts and help other firms bridge the gap between taxes, accounting, and financial planning. We strive to serve as a resource for these firms and provide financial guidance to both the accountants working at the firms and their clients.

As a trusted advisor, clients come to their CPAs and accountants with questions related to investing, retirement, estate planning, and the general financial planning process. Not all CPAs and accountants are equipped with the knowledge to provide the appropriate advice to their clients on these topics. We partner with accounting firms and CPAs to serve as a resource and help answer these questions and create a joint solution that is appropriate for the client.

We can help CPAs and accountants expand their services, providing guidance on their various options available and customize an approach that works for them. Learn more about the CPA Advantage program and the benefits of CPAs and financial advisors working together.