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- Beyond Wealth Advisors
We are financial advisors who help you think beyond wealth. Our mission is to empower individuals and families to align their financial decisions with their values — helping them think beyond material wealth and live a life of purpose and impact. As financial advisors, we strive to go well BEYOND our investment management and financial planning services to earn your trust and become true partners with you in life's big decisions. We desire to see your impact go BEYOND your own family and out into the community, and ultimately leave a legacy BEYOND this life. What gets us up in the morning is seeing the impact of our partnerships. When people live with a Beyond Wealth mindset, they have freedom to pursue their callings. beyondwealth-advisors.com - Bailey CFO | Expert Fractional CFO for Strategic Growth
Bailey CFO offers specialized fractional CFO services designed to empower businesses with financial clarity and strategic insight. Led by Dave Gutmann, a seasoned CPA with over a decade of experience, we provide tailored solutions in cash flow modeling, budgeting, and investor relations. Our comprehensive accounting services ensure precise financial management, while our strategic forecasting enables informed decision-making. With a proven track record of raising over $50M in financing and optimizing costs by $400K annually, we help businesses scale sustainably. Partner with us to transform your financial future and drive growth with confidence. baileycfo.com/