Larry Sikes had already built a solid, 20-year career in accounting when, in the mid-1990s, he found himself providing business consultation and investment advice to his clients more frequently, in addition to his accounting services. In 1999, he saw an opportunity to expand the service offerings of his firm by providing wealth management services, with a heavy emphasis on tax-optimized advice and solutions. “For years, we had been providing clients with investment and insurance recommendations that they had to hire other professionals to implement,” he recalls. “We felt that we had a more complete, holistic view of our clients’ entire financial picture, and were therefore better suited to implement their plans.”
In the years that followed, Larry’s team joined forces with other seasoned financial advisors- David Strother, Greg Inzerella and Jed Inzerella- evolving into what has become Darnall Sikes Wealth Partners LLC today. Currently, the firm boasts several professionals who, like Larry, have both CPA certifications and financial planning designations. “It’s gratifying to give clients the peace of mind knowing that we’ve set in place not only the investment, insurance, and other solutions they need themselves, but also the same level of security for their children- and even their children’s children.”
Coming at the field of wealth management from a CPA perspective, I get a tremendous amount of professional satisfaction from providing tax-informed advice and guidance on our clients’ most complex financial problems. Seeing that my clients are happy with our solutions just magnifies the feeling.
— Larry Sikes