Founder

Founder

Robbie Foley, CPA, CFP®, CVA
Principal

Robbie Foley, CPA, CFP®, CVA, began his career in 2008 with PricewaterhouseCoopers, LLP (PwC) in Houston, Texas, performing audit services for large public companies.

In 2011, Robbie moved to Denver, Colorado with PwC, where he continued in audit and ultimately became an audit manager. Ready for an experience outside of audit, Robbie continued his “Big Four” career by joining Ernst & Young, LLP (EY) in its Financial Accounting Advisory Services (FAAS) practice. During more than five years with EY, Robbie served clients across various industries on matters involving technical accounting, financial reporting, IPO readiness, and capital markets transactions, becoming a senior manager in 2017.

In January 2020, Robbie moved to Traverse City, Michigan, and joined a small advisory group as a director, focusing on buy- and sell-side transaction support and business valuations. This experience provided an opportunity to work more closely with small businesses. Robbie founded Foley Business Advisory, LLC (“FBA”) in January 2022.

Since founding FBA, Robbie has served numerous clients on a variety of finance, accounting, strategic business, and transaction-related matters. He has also served in contractor roles with other firms, including Ernst & Young, and has also engaged and provided opportunities for independent professionals to support FBA client engagements. Continuing to build on his broad finance and accounting background, Robbie earned the CERTIFIED FINANCIAL PLANNER® certification in 2026. The CFP® certification represents a natural evolution for Robbie, expanding his ability to help clients not only with their businesses, but also with personal financial planning matters. 

Robbie has a large professional network that is not tied to one geographic location. Robbie grew up and attended college in Texas, lived in Colorado for nearly a decade, and has called Michigan home since 2020. His career has also included projects in Europe and South America. FBA is based in Traverse City, MI and serves clients locally and throughout the United States.

Robbie is the co-leader of the Michigan chapter of Reel Recovery, a national nonprofit organization. He holds a Bachelor of Business Administration (BBA) in Accounting and a Master of Science in Finance (MSF) from Texas A&M University. Robbie is a CERTIFIED PUBLIC ACCOUNTANT (CPA), CERTIFIED FINANCIAL PLANNER® professional, and CERTIFIED VALUATION ANALYST (CVA).

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.