Fractional CFO Services for Wealth Management Firms
CFO-level financial leadership, built for wealth management firms
Most wealth management principals are carrying a role they were never supposed to fill. You’re managing client relationships, leading a team, and driving growth, while also making the financial decisions that determine whether the firm you’re building is actually worth what you think it is. A bookkeeper won’t solve that. A CPA won’t either. What you need is a CFO who understands how your business works, without the commitment of a full-time hire. That’s what I do.
I work with principals in two ways: a focused Diagnostic to identify exactly where your firm stands financially, and an ongoing Fractional CFO Retainer for firms ready for dedicated financial leadership.
Ready to get started? Contact me to schedule a conversation.
The Diagnostic
The Diagnostic is a focused financial assessment of your firm, delivered in three to four weeks. I examine your firm’s financial health across four key areas, identify exactly where the gaps and opportunities are, and give you a prioritized set of recommendations with a 90-day action plan you can act on immediately.
For some firms, the Diagnostic confirms the business is healthy and identifies where to push harder. For others, it surfaces margin leakage, structural inefficiencies, or financial blind spots that have been quietly costing the firm.
Either way, you leave with clarity. It is a flat fee engagement with no retainer required. The Diagnostic covers four key areas:
Fractional CFO Retainer
For principals who are ready for a dedicated financial leader in the room. I work embedded with your leadership team one day per week, every week. Not as an outside consultant checking in quarterly, but as an integrated part of your leadership structure.
In practice, that means you stop being the default answer to every financial question. Margins get monitored. Decisions get pressure-tested with real data. Acquisitions get evaluated properly. And you get the financial visibility to know whether the business you are building is actually as healthy as the revenue line suggests.
Engagements are month-to-month with no long-term commitment.
Ready to take the next step?
Start with a Diagnostic or move straight to a retainer.