Broker Check

Plan Clearly. Live Confidently. Keep More Of What You Earn.

A wealth management and tax firm whose collaborative, tax-smart approach helps you achieve your goals and honor your promises in wealth and life.

Contact Us
Where Tax Strategy Meets Wealth Management<br/>

Where Tax Strategy Meets Wealth Management

With is, clients benefit from the combined experience of two firms—Busby Sanford Brady CPAs PLC and Busby Sanford Brady Financial Advisors. Together, we blend tax insight, wealth management, and collaborative guidance under one roof. Decades of local roots and a deep commitment to client relationships mean you’ll always have someone who knows your story and helps you stay on track toward your goals.

Build A Plan That Evolves With Your Life

Build A Plan That Evolves With Your Life

We don’t start with pre-set formulas or rigid templates. Instead, we listen first. Our team learns your values, current financial picture, and future objectives to design a tailored plan that evolves as your life does. From business transitions to retirement, we guide you personally at every turn, so you can move forward with confidence and clarity.

Start Planning Your Next Move

Whether you’re running a business, building wealth, or preparing for retirement, we’re here to help you navigate it all. Let’s build a plan that helps you keep more of what you earn and stay true to your goals.

Start the Conversation

Our Services

We offer integrated services in tax, accounting, and wealth management to help you stay tax-efficient, protect your assets, and build a future aligned with your vision.

Tax & Accounting

Our proactive tax and accounting services help you keep more of what you earn today — and prepare for what’s next.

Explore Tax Services

Personal Wealth

From retirement income strategies to investment management and estate planning, our personalized wealth services are aligned with your life’s goals.

Explore Wealth Services

We Support Who You Are and Where You’re Going

Individuals &#38; Families

Individuals & Families

Build, protect, and enjoy your wealth with personalized strategies that support your lifestyle today and your legacy tomorrow.

Building Wealth

Building Wealth

Take intentional steps to grow your assets, make smart tax-efficient decisions, and create a clear path toward your long-term financial goals.

Pre-Retirees &#38; Retirees

Pre-Retirees & Retirees

Transition confidently into retirement and create a reliable income plan so you can fully enjoy the freedom you’ve worked hard to achieve.

Business Owners

Business Owners

 Streamline your tax and financial life, protect your business success, and prepare for a future that aligns with your goals.

Insights to Keep You Informed

Explore our library of articles, videos, and resources on tax strategies, retirement planning, wealth management, lifestyle considerations, estate and legacy planning, and more. We keep it updated regularly so you can stay ahead with confidence.

Teen Drinking and Your Liability

Teen Drinking and Your Liability

Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Learn More
Data Thieves from Outer Space

Data Thieves from Outer Space

Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
Learn More
It Was the Best of Times, It Was the Worst of Times

It Was the Best of Times, It Was the Worst of Times

Learn about key investment principles that will help you navigate the unpredictability of the financial markets.
Learn More

We’re Glad You’re Here

Whether you have a question, want to schedule a conversation, or just aren’t sure where to start — reach out. Our team is ready to listen, learn what matters to you, and help you take the next step with clarity and confidence.

Thank you!
Oops!