Paraklete® Financial, Inc.

As a CPA, are you ready to begin offering personal financial planning to your clients? Join us for an exclusive event, hosted by Avantax, featuring renowned personal financial planning expert, Tom Tillery, as he brings his wealth of knowledge to Chicago,.

Fort Worth, TX – Paraklete® Financial, Inc., a premier financial advisory firm, is excited to announce the opening of its new office in Fort Worth, TX.

Paraklete® Financial, Inc., a leading financial advisory firm, is proud to announce the opening of its newest office in Denver, Colorado.

Tom Tillery, MA, MSFS, AEP (Distinguished), CFP®, a highly regarded financial planner and expert in personal financial planning, is pleased to announce his speaking engagement at the upcoming AICPA Engage 2024 conference.

Thomas Tillery, MA, MSFS, AEP (Distinguished), CFP®, a distinguished educator and esteemed expert in personal financial services, is honored to announce his participation as a speaker at the AICPA Engage 2024 conference.

Susan Tillery, CPA/PFS, AEP (Distinguished) financial advisor and a leading practitioner of the unbundled virtual family offices and personal financial planning, is honored to announce her participation as a speaker at the AICPA Engage 2024 conference.

Paraklete® Financial, Inc., a distinguished financial advisory firm, is pleased to announce the opening of its newest office in Scottsdale, Arizona.

Houston, TX – Paraklete Financial, Inc., a prominent personal financial planning firm, is pleased to announce the opening of its newest office in Houston.

Gainesville, FL - Paraklete® Financial, Inc., a distinguished financial advisory firm, proudly announces the opening of its newest office in Gainesville, Florida.

Newport Beach, CA - Paraklete Financial, Inc., a leading financial advisory firm, announces the opening of its newest office in Newport Beach.