Fiduciary Financial Advisor Serving Hickory & Charlotte, NC
Time: Focus on What You Do Best
Your time is precious. We handle the complexity of financial planning, so you can focus on running your business, managing investments, and enjoying life, knowing your financial future is managed efficiently.
Taxes: Keep More of What You Earn
Taxes are often a business owner’s largest expense. With CPA expertise, we design proactive strategies to minimize liabilities, optimize deductions, and align planning with your goals; so you keep more of what you’ve built.
Treasure: Protect and Grow Your Wealth
Your wealth is more than numbers. It’s your family’s future. We create tailored strategies to preserve, grow, and transfer assets, balancing opportunity and protection so your treasure supports today’s needs and tomorrow’s legacy.
Who We Serve
We help small business owners and professionals simplify complexity, reduce taxes, and protect wealth. With CPA expertise and personalized planning, we free your time, maximize savings, and secure the legacy you’ve worked hard to build.
Our Services
Your Personal CFO
Think of Setzer Financial as your personal CFO. We integrate tax planning, investment strategy, and business advisory services into one coordinated plan: freeing your time, lowering costs, and guiding every financial decision with the clarity and discipline your future deserves.
About
