About Us

Integrated Financial Planning Perspectives

At CPA Financial Advisors, we believe in planning with purpose. Led by our founder Lynette Atchley, a Certified Financial Planner (CFP®) professional, Ramsey SmartVestor Pro (SVP), and a Certified Public Accountant (CPA)/Personal Financial Specialist (PFS), our firm integrates wealth, retirement planning, and tax strategies to simplify your financial future. Lynette’s journey began in 1999 when she merged her CPA experience with her passion for helping others.

With CPA/PFS credentials, Lynette brings specialized knowledge to both tax strategy and personal financial strategy. This ensures every decision you make is not only tax-efficient but also aligned with your long-term goals. With over two decades of experience, Lynette focuses on multi-generational wealth planning and retirement strategies that help you stay connected to your purpose while building a life you’ll love and a legacy you’ll be proud to pass on.

Align Wealth And Tax To Simplify Your Life

Our integrated approach connects your wealth strategy to smart, forward-looking tax planning. We help position you to keep more of what you earn, retire well, and build the legacy you envision. With decades of experience and a teacher’s mindset, we help you see how today’s decisions can impact tomorrow’s outcomes.

Providing Independent Advice, Focused On You

As an independent firm, we aren’t tied to products or quotas. We’re guided solely by what serves you best. That means we provide advice that’s shaped by your values, not driven by a corporate initiative. With the freedom to do what’s in your best interest and the diligence to see it through, we build financial plans that revolve around you.

What You Can Expect From Our Team

Our core values shape how we serve you and seek to impact your life in the day-to-day and the long-term. They’re the foundation behind every conversation, strategy, and long-term relationship we build.

Integrated Tax And Wealth

Many focus on the tax or wealth side of the equation, but we offer an enhanced perspective. We connect tax planning and wealth decisions so clients can realize their vision of success—always guided by integrity and a commitment to doing what is right for them.

Prioritize Independence

Our long-standing partnership with Cetera empowers us to always do the best thing for our clients. With the freedom to act in their best interest, we uphold ethical standards and prioritize their well-being above all else.

Communicate & Educate

We communicate clearly, simplifying without over explaining, and tailor our guidance to each individual. With a teacher’s outlook and a heart of compassion, we help clients feel confident and supported in their financial journey.

Serve Generations Of Families

We look forward in our planning, serving not just individual families but entire generations. Honoring our clients with empathy and care, we are privileged to guide longstanding families, planning with their futures, and values, in mind.

How We Work With Your Tax Professional

We partner seamlessly with your CPA or tax professional, fostering trusted relationships built on integrity and collaboration. By aligning our experience, we provide coordinated, tax-aware guidance that not only simplifies complex financial decisions but also ensures every aspect of your wealth strategy works together to support your long-term goals with confidence.

Integrated Planning, Coordinated By Your CFP®

Our founder and wealth manager, Lynette Atchley, brings a unique blend of wealth strategy and tax fluency to every conversation. She coordinates seamlessly with your CPA or tax professional to create a clear, cohesive plan that aligns with your goals, personal situation, and best interests.

Learn About CPA Partnerships

Looking Forward So We Can Give Back

Lynette founded CPA Financial Advisors with a mission that extends beyond helping clients. As the firm grows, so does our ability to support Rebirth Homes, a nonprofit helping survivors of human trafficking rebuild their lives. Lynette has served on the organization’s executive board since 2012. Through both personal advocacy and business growth, she is committed to building a firm that fuels meaningful change.

Let’s Build A Plan For
A Life You’ll Love

Whether you're nearing retirement, cultivating your wealth, or planning your legacy, we’re here to listen, educate, and guide—so you can live out your purpose with confidence and clarity.

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Working In Partnership With

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As a SmartVestor Pro, we help you make the most of your investments, create a plan to reach your retirement or other financial goals, and provide guidance to keep you calm and focused when the going gets tough—like during stock market swings.

Who We Serve

Find out how we support individuals and families just like you.

See If We’re A Fit

Our Approach

Discover our values-driven approach to tax planning and wealth management.

Explore How We Work

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Ready to take the next step? Reach out to start planning for a life you’ll love.

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