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Reach Strategic Wealth

Our team of investment and tax professionals is well equipped to address the needs of those with equity compensation, business income, and sophisticated tax planning needs.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Michael Kelly, CFA, CFP®
NAPFA-Registered Financial Advisor

Advisors at Other Firm Offices

Zachary Ashburn, AFC, CFP®, EA
NAPFA-Registered Financial Advisor
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

3 Clover Ln Madison, CT 06443-3369 Phone: +1 (203) 200-0719

Primary Office

6232 Navigator Way Southport, NC 28461 Phone: (336) 403‐9287
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Other Offices

3 Clover Ln Madison, CT 06443-3369 Phone: +1 (203) 200-0719
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