Paraklete® Financial, Inc.

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.

Paraklete® Financial, Inc., a distinguished financial advisory firm, is excited to announce the opening of its newest office in Nashville, Tennessee.

Susan M. Tillery, CPA/PFS, AEP (Distinguished), MAcc and Thomas Tillery, MA, MSFS, AEP (Distinguished), CFP®, two prominent figures in the financial planning industry, are delighted to announce their collaboration in teaching their signature course:...

Thomas N. Tillery, CFP®, AEP® (Distinguished), CLU®, ChFC®, CRPC®, LUTCF, Vice President and Chief Compliance Officer of Paraklete® Financial, Inc.

Susan M. Tillery, CPA/PFS, AEP® (Distinguished), and President and CEO of Paraklete® Financial, Inc. (PFI) will be a panelist for the NAEPC Cross-Disciplinary Panel on NAEPCs Core Value: Multi-Disciplinary Teaming on November 14.

Thomas N. Tillery, CFP®, AEP® (Distinguished), CLU®, ChFC®, CRPC®, LUTCF, Vice President and Chief Compliance Officer of Paraklete® Financial, Inc.