As CPA financial planners, Tarpley & Underwood Financial Advisors addresses your entire financial landscape to develop a comprehensive investment strategy. The designation of Personal Financial Specialist by the American Institute of Certified Public Accountants assures the greatest depth and breadth of knowledge of the instruments and approaches to building, keeping and distributing wealth.

Tarpley & Underwood Financial Advisors builds an investment strategy that considers more than just investments. We also consider taxes and the other issues that impact your total financial position. We are abreast of the full breadth of financial resources that can help you achieve your financial goals.

A comprehensive investment plan often involves a wide range of perspectives. As CPAs, we work closely with other professional advisors to our clients, including their attorneys, bankers, and insurance agents.