Address all financial aspects of your business and individual needs with comprehensive oversight and advisory.
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W3 Financial Group is among the most highly regarded accounting and consulting firms in the U.S. We assure nothing less than an absolute commitment to you and your business.
Our expert team of CPAs, business valuation analysts, and staff accountants work directly with you to minimize painful tax burdens and provide clarity via comprehensive advisory, consulting, and accounting services.
We serve as your chief advocate, providing the necessary objectivity, centralized management, and sound business principles needed to achieve your goals and objectives. In short, your vision of success becomes our mission. Nothing less.
We provide reliable options for management decision‐making and remain objective so your business valuation makes you profitable. We also monitor and preserve up‐to‐date payroll systems and assist in planning and fulfilling your executives’ and employees’ retirement goals.
Whether it’s buying or selling, opening a new location, increasing staffing, or investing in new equipment, we can help provide clarity ahead of big business decisions.
We can help you achieve financial clarity through well-managed financial records. Our services are designed to not only record and track your bottom line, but to improve it.
Our Certified Valuation Analysts (CVAs) provide thorough insights into valuing your organization, whether it’s a business sale, merger, or litigation scenario.
We help businesses identify and plan for new leadership, identify exit strategies, and establish company pension, benefit, succession, and estate plans.
Our tax experts proactively identify the best possible route for your organization to avoid tax setbacks and achieve the lowest minimum tax.
As Certified QuickBooks ProAdvisors, we offer specialized knowledge and training directly from Intuit to ensure you are leveraging QuickBooks efficiently.
Our team of CPAs, business valuation analysts, and staff accountants love what they do, and they love working at W3 Financial Group. Once you meet them, we think you’ll love working with us, too.
We take a logical, strategic approach to help clients succeed. It begins with gaining a deep understanding of where you have been, where you are today, and where you want to be in the future.
Whether you’re seeking meticulous accounting services or strategic wealth management, our dedicated teams are here to maintain a complete and clear financial picture for you and tailor a plan that aligns with your goals.
Fee-Based Planning offered through W3 Wealth Advisors, LLC, a State Registered Investment Advisor. Third Party Money Management offered through Valmark Advisers, Inc., a SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. W3 Global Accounting provides only tax and accounting. W3 Financial Group, LLC, W3 Wealth Management, W3 Wealth Advisors, LLC, and W3 Global Accounting are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc. Form CRS
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
