"By offering accounting services through O'Sullivan Creel, LLP and wealth management solutions through O'Sullivan Creel Wealth Advisors, LLP, we
work to ensure our client's financial goals are met."Our Firm
O'Sullivan Creel Wealth Advisors, LLP was formed by the visionaries of O'Sullivan Creel, LLP, a certified public accounting and consulting firm providing a wide range of accounting services to individual and business clients. The client service professionals in the CPA firm observed that many of their accounting clients had investments that were scattered and disorganized, financial advisors that worked in isolation from each other, and no clear strategy or plan for managing their wealth. To better serve these clients, and others with similar needs, O'Sullivan Creel Wealth Advisors, LLP was founded. The advisory firm is able to provide its clients with comprehensive and integrated wealth management solutions, from strategy through implementation, and in an independent and objective way, consistent with the culture and values of the CPA firm.
The two Firms remain affiliated and work very closely together on mutual clients to minimize taxes and review planning opportunities. We feel that a combination of our two firms will provide a more complete and coordinated effort - and at the best overall value. We respect current relationships and are happy to work with other CPAs as well - our goal is for our clients to have a primary financial advisor to coordinate all facets of their financial lives.
Our values are defined by our team's ESPRIT:
- Excellence - We strive to be exceptional
- Stewardship - Trust is the foundation of our relationships - it drives all we do
- Passion - Our passion sets us apart - it is who we are and what we do
- Respect - Included as a partner, valued as a client, treated as a friend
- Integrity - Doing what is right, all the time
- Teamwork - The strength of individuals, the power of a team