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CFO4Life, Coppell, TX; Fort Worth, TX; Pittsburgh, PA; Fort Wayne, IN
Focus Partner since February 2017
“Helping our clients to achieve their financial goals has always been our mission, and this has been been the main driver of our organic growth over the last decade. We are excited to join Focus and enhance our client service offering. We believe Focus’ M&A resources and value-add services will help us get to the next stage of the business.” – Levi McMellian, the CEO, Executive Director and Founding Partner of CFO4Life
Based in Coppell, Texas, CFO4Life offers wealth management, tax planning and retirement planning services. Founded in 2006, the firm has three additional office locations in Fort Worth, Texas, Pittsburgh, Pennsylvania and Fort Wayne, Indiana. For more information, please visit www.mycfo4life.com