Calvetti Ferguson LLC Establishes CF Financial

Calvetti Ferguson, one of the largest independent accounting and advisory firms based in Texas, announced today the launch of CF Financial. Through CF Financial, Calvetti Ferguson is able to provide wealth management services to individuals and small businesses. As a result, the firm now offers the full suite of services across the entire lifecycle of a private business, including the monetization of its clients’ business assets.

“CF Financial will serve as a financial hub for wealth management expertise and provide a range of wealth planning and investment management services to clients, which makes it a great fit for Calvetti Ferguson,” said Jason Ferguson, Calvetti Ferguson Managing Partner and Co-Founder of CF Financial. “We can now provide full lifecycle financial solutions that extend from business formation to helping a client live their unique vision after the sale of their business.”

Launching CF Financial is in keeping with Calvetti Ferguson’s philosophy of advising beyond accounting and commitment to looking beyond the numbers to see the opportunities, challenges, and solutions for every client. As such, CF Financial offers an approach that is customized to address the complex needs of business owners and entrepreneurs who are ready to clarify their vision, invest in their values, and make their mark.

“We’ve known for a while that being able to offer CPA firm services to our clients would complement our service offerings and help enable our clients to achieve their life’s vision,” said Kyle Watkins, CF Financial Partner. “But we first invested the time and effort to ensure the right team was in place to drive CF Financial forward. The combination of Calvetti Ferguson and CF Financial brings together complementary services.”