George Papadopoulos CPA/PFS, CFP
U.S. Headquarters:
39555 Orchard Hill Place,
Novi, MI 48375
Our Firm
If you're like most of our clients, you're here because you want to find an advisor who is not only competent, but with whom you can feel comfortable enough to discuss money, security and the values and principles underlying the critical financial decisions begging for your attention.
What distinguishes our firm from other advisory firms is that we recognize the need to go beyond the numbers. Financial planning has evolved into a discipline that is as much about the person as about his or her wealth. We understand this and, in most cases, clients become not only clients - but friends.
I am a CPA with over 17 years of experience. If you decide to hire us, then we will also do your personal income taxes every year at no additional cost to you. Few other financial advisors offer that service.
That said, the process of bringing on new clients is not something we take lightly, and we are just as likely to judge your suitability as a client as you are to judge our suitability as an advisory firm.
"Client fit" is essential in order to give you the best service possible - a service you'll gladly depend upon for years to come.
Financial Planning
For most new clients, a financial plan must precede other services. During the planning process, we gather and analyze data about your:
- Cash Flow and Debts
- Investments
- All types of insurance coverage
- Estate (Wills, Trusts, etc.)
- Taxes
- Employee Benefits
- Personal Data, Risk Tolerance, and Preferences
- Any other information pertinent to your overall financial situation
After thoroughly analyzing your situation, we:
1. Help you clarify and set realistic goals
2. Identify key financial issues concerning those goals
3. Prepare for you a customized Comprehensive Financial Plan with a list of recommendations and alternative strategies for achieving those goals.
The financial planning process we undertake will provide direction and discipline. It integrates your assets with your goals and objectives. It will help you achieve your lifetime goals by motivating you to action. Financial planning will give you peace of mind because if you know where you stand financially, where you are going, and how you are going to get there, you will feel more confident about your financial situation.
Wealth Management
Our Wealth Management Services include:
- Ongoing management of your customized investment portfolio, consistent with your financial constraints, objectives, time horizon, risk tolerance and the prevailing economic conditions
- Ongoing and unlimited Financial Planning advice. Financial Planning should be an ongoing process due to changing economic conditions, constant tax law revisions, inflation rate changes, interest rate fluctuations, changes in investment mediums and changes in your personal situation and goals
- Preparation of your 1040 Income Tax Returns
- Investment Portfolio Performance Reports
By adopting Wealth Management Services, you are hiring a full time advisor.
George Papadopoulos, CPA/PFS, CFP®
For over seventeen years, George Papadopoulos, CPA/PFS, CFP®, has helped his clients work toward and realize their most important financial and life goals. A highly-qualified veteran in the financial services industry, George offers his clients a wealth of professional knowledge, coupled with real world experience and personalized service.
Before starting his independent, Fee-Only financial planning practice in 1998, George worked at Deloitte & Touche LLP, providing individual taxation and personal financial planning services geared toward meeting the special needs of high net worth individuals, corporate executives, small business owners and a wide variety of other clients.
Prior to serving his clients at Deloitte & Touche LLP, George worked at a local CPA firm where he specialized in individual, corporate and partnership taxation and small business consulting. Since starting his firm, George has also worked off and on as an independent consultant for the Ernst & Young Financial Counseling Division. Ernst & Young is a global leader in tax, advisory and other large-CPA-firm services.
George received his Certified Public Accountant (CPA) license from the State of Michigan in 1993. He became a CERTIFIED FINANCIAL PLANNER™ practitioner in 1995, after meeting the rigorous education and experience requirements set forth by the CFP Board of Standards. In addition, George earned his Personal Financial Specialist (PFS) designation from the American Institute of Certified Public Accountants in 1996.
George has been frequently quoted in industry publications such as: The Wall Street Journal, Kiplinger Personal Finance, US News & World Report, Investment News, Investment Advisor, Financial Advisor, Wealth Manager, Financial Planning, Detroit News, Ford World.
I look forward to speaking with you!
Please be aware that George Papadopoulos CPA/PFS, CFP has a portfolio minimum of $500,000 to accept inquiries through this directory.
