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We are Celadon Companies, a CPA Driven Wealth Management Practice!

Celadon Wealth Management,LLC combined with Celadon Certified Public Accountants, PC provide sophisticated, integrated, and comprehensive financial solutions. We believe in treating every client's unique financial situation with the utmost care, consideration, and professionalism.  We offer a variety of services.

Our wealth management services include:
  • Financial Analysis
  • Financial Goal Setting
  • Financial Plan Design
  • Asset Protection
  • College Planning
  • Retirement Planning
  • Estate Planning
  • Legacy Planning


Our accounting services include:

  • Tax Planning
  • Tax Preparation
  • Bookkeeping
  • Estate Planning
  • Intergenerational Planning
  • Family Mediation
  • Payroll Preparation and Reporting For Household Help
  • Family Office (includes bill paying)


 Both firms offer:

  • Collaboration in order to help you realize your ultimate financial goals

We first seek to understand the issues before creating a well-thought-out design especially for you. Since we have two firms, we are able to determine the necessary tools and involve other professionals where needed, to execute a plan, then carefully monitor and maintain that plan.  Together, both Celadon companies strive to be your most trusted resources for all things financial. 


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Securities offered through Kestra Investement Services, LLC (Kestra IS), Member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Celadon Wealth Management, LLC is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide tax or legal advice and are not a Certified Public Accounting Firms.

This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS and Kestra AS Compliance Department at 512-697-6000. 


Check the background of this financial professional on FINRA's BrokerCheck.