Connecting with Success

Our goal when working with clients is to foster an environment of trust and connection that leads to success. We are currently an investment planning and wealth management practice offering customized investments, but are looking to add accounting and tax capabilities to our client offerings.  Joining with Ledgevest Financial means you also value the connections built with clients and wish to help cultivate the relationships you have built to support our mission and provide even more value to your clients through additional products and services. 

Join Ledgevest Financial

At Ledgevest Financial we have built a small but mighty practice of partners who respect each other, are passionate about their work, and are enjoyable to work with. If you are an Accountant seeking a new opportunity to get involved in a practice that puts effort into close relationships with their clients, email us to learn more about joining our team.

Serving our Communities

At Ledgevest Financial, service is a vital component of our culture. We grow stronger, as a practice and as individuals, when we are fully engaged in serving our communities. We understand that with our resources comes the responsibility to make a real difference. From grassroots efforts to enterprise-wide programs, team members of Ledgevest Financial are actively engaged in serving their communities.