Based in Baton Rouge Attracting accounting advisors on Monday announced the launch of Attractt Financial Advisors, a new business unit aimed at providing personalized financial advice to business owners.
Founded in 2022, Attracct Accounting Services is a professional consulting and tax firm that provides customized solutions to help small and medium-sized businesses scale.
Prior to launching Attractt Financial Advisors, the firm primarily focused on accounting services, including bookkeeping, CFO services, and tax advisory services. The company’s executive clients will also have access to more personalized services, including key-person life insurance, retirement planning and wealth management, said co-founder and president John Roberts.
“Up until now, we’ve been focused on the business,” Roberts says. “Now we can focus more on business owners. We take a holistic approach.”
Attractt Financial Advisors is led by Donny Schmitt, a licensed insurance agent and experienced financial advisor. Mr. Schmidt brings more than 15 years of advisory experience to his new role. In particular, I served as a financial advisor. northwestern mutual Over 12 years.
Attracct Accounting Advisors and Attracct Financial Advisors will operate as two separate legal entities, but both companies will operate out of Attracct’s existing offices on Southfork Avenue.
“We want to provide a one-stop shop for business owners with their CPAs and financial advisors under the same roof,” says Roberts. “Our clients can take advantage of that synergy and make sure all advisors are on the same page.”
