Foley Business Advisory offers personalized financial planning services through its founder, Robbie Foley, CPA, CFP®, CVA. Drawing on his extensive financial and accounting background, Robbie helps individuals, families, and business owners navigate important financial decisions, develop thoughtful strategies, and plan for their financial futures.

For business owners in particular, personal and business finances are often closely intertwined. Understanding both sides of the equation provides a more complete financial picture, helping bridge the gap between business strategy and personal financial goals.

Financial planning can encompass a wide range of considerations, including retirement, investments, cash flow forecasting, taxes, estate planning, and other personal financial matters. Robbie works with clients to understand their unique circumstances, identify priorities, and develop a coordinated approach to their financial goals. Where specialized expertise or additional services are needed, he can collaborate with clients’ existing advisors or introduce qualified professionals for clients to consider.