Broker Check

Team

Someone once said, "if you want to fast, go alone, but if you want to go far, go together."

Our team approach to your financial game plan is vitally important to its success.  Our firm is strategically partnered with other CPA's and advisors to work for you and help you and/or your business go farther. 

Our associates and affiliates have your best interest in mind.

Below is a biography on our Founder and Managing Member: 

Michael A. Mayhew, CPA, PFS, CFP®

Wealth Advisor

(434) 835-6244

mmayhew@securitiesmail.com

Michael is licensed as a Certified Public Accountant in the Commonwealth of Virginia. He holds a Bachelor of Science degree in Accounting from the University of Lynchburg. Michael also holds a Certified Financial Planner designation issued by the CFP® Board. Furthermore, Michael holds a Personal Financial Specialist designation issued by the American Institute of Certified Public Accountants. 

Michael works with individuals and businesses to create comprehensive financial plans that focus on reducing or eliminating tax burdens and has been practicing since 2009.  In addition to his involvement with professional organizations, Michael is also involved in the community by serving on the board of a local community service organization and with local non-profit organizations. 

Michael was born and raised in southern Virginia and resides here currently with his wife, Shelley and two sons, Jack and Ian.  He grew up playing basketball, soccer, baseball, and also football.  Michael incorporates his team experiences into his financial planning practice to help coach and guide clients to brighter financial futures.