At Darnall Sikes Wealth Partners, we’re a team of wealth management advisors who work closely with clients to plan the best path forward to accomplish their financial goals. We help clients make financial decisions throughout every stage of their lives.
We started as part of an accounting firm, a fact that gives our wealth management advisors additional insights into our client’s often complex challenges. Today, our staff has 30 professionals, including CPAs, MBAs, an attorney — and also, more CERTIFIED FINANCIAL PLANNER™ professionals than many firms. This broad array of disciplines allows us to provide comprehensive insights and tax-optimized financial advice.
In addition, we have been the top-producing wealth management firm in a nationwide network of more than 400 CPA wealth management firms since 2007, with more than $1 billion* in assets under management. We are registered to offer securities in more than half of the country, and investment advisory services throughout the entire country. We also provide specialized wealth management services for clients in select industries.
Wealth Management Advisors with Greater Perspective
The net result? We’re uniquely positioned to understand the many nuances of your financial stature — and therefore provide more informed and customized insights and services. We’re ready to serve as your wealth management advisors to help you reach your financial goals. Please contact us to begin the discussion.
*As of 02/05/2021