Wealth Management

Wealth management can be better accomplished by a business professional who is qualified to prepare your taxes, manage your investments, and track your finances. Homesley Wealth Management is uniquely positioned to provide these services.

 

Taxes

We focus on minimizing our clients’ tax burden while fully complying with tax law. Reduction of taxes over the lifetime of our clients enables them to more effectively build wealth.

 

Accounting

One of the keys to wealth management and saving on taxes is to have a proper accounting and anticipation of your income, expenses, and cash flow. We help our clients to better understand their financial picture with our accounting services.

 

Financial Services

Our philosophy focuses on the discipline of consistent saving, the diversification of appropriate investment products, and the proper management of risk. Homesley Wealth Management offers many financial services to help our clients accomplish their financial goals.

Homesley Wealth Management is uniquely qualified to help you achieve your financial goals.

Greg Homesley is a licensed Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER™ professional. Very few financial advisors or tax advisors in the marketplace have this unique combination of professional qualifications. By managing a practice that provides tax, accounting, and financial services on a daily basis, Greg Homesley has extensive experience in helping people just like you achieve their financial goals.

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Our Team

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Our goal is to provide the highest level of professional services using the latest technology.

Greg Homesley, MBA, CPA, CFP® / Homesley Wealth Management strives to provide comprehensive tax, accounting, and financial services for professionals, executives, small business owners, and retirees, at a competitive price.

Individuals & Families

No matter what stage of life you are in Homesley Wealth Management can provide the financial strategies to fit your current needs and future goals. We have the knowledge and experience to understand and help your situation from college planning to saving for retirement.

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Business Owners

We believe small businesses are the backbone of America. We are a small business that faces the same challenges as our small business clients. Greg Homesley holds an MBA, and has over 30 years of experience as a financial professional in a wide variety of situations from being a business owner in a small professional firm to being a successful Fortune 500 executive. Our firm can effectively provide CFO level advice as needed to your small business.

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Recent Blogs

Your Role & Responsibilities as an Agent in a Power of Attorney (POA)

Investments
Finance
Tax Planning
Insurance
Estate Planning
A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and limitations of POAs can vary based on many factors, stepping into the role of power of attorney can be unlike anything else. That’s because it puts you in the driver’s seat to make key decisions and oversee vital needs for someone else. That doesn’t mean that POAs come with carte-blanche powers or that one power of attorney will mirror another. Explaining how POAs work, this guide shares more fundamentals, detailing some common types of powers of attorney and the responsibilities you may have as an agent of one of these devices.

Mastering Stormy Waters: Smart Strategies for Healthcare Costs in Retirement

Finance
Lifestyle
Retirement
Health
With healthcare costs often resembling an unpredictable market, and long-term care expenses looming, the post-work years require careful financial planning. This blog post advocates for partnering with a financial professional to navigate these challenges, offering tailored guidance on Medicare, long-term care funding, and retirement law changes. By preparing strategically, retirees can confidently set sail into their golden years, free from the turbulence of unforeseen financial burdens.

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