ACCOUNTING, TAX & ADVISORY
A Team Built to Preserve and Grow What You've Built
Obsidian Financial Partners is a CPA-led professional services firm built on accounting and tax. We serve individuals and families as well as business owners and their companies. When clients need more, such as a fractional CFO, help improving operations, or advice on buying, selling or valuing a business, they get it from the same dedicated team that already understands their goals.
Built for Builders
WHO WE SERVE
We partner with accomplished entrepreneurs, operators, executives, investors, and families who have created meaningful value and seek experienced guidance.
Founders & Entrepreneurs
Scaling businesses and preserving enterprise value.
High-Net-Worth Individuals
Sophisticated wealth preservation and legacy strategies.
Executives & Operators
Complex compensation, wealth, and transition planning.
Investors & Business Owners
Capital markets, transactions, and strategic decisions.
Family-Owned Businesses
Continuity, succession, and multi-generational planning.
Athletes & Entertainers
Protecting income, managing complexity, and building lasting financial security beyond the spotlight.
CORE PRACTICE
WHAT WE DO BEST
Accounting & Tax
Our foundation and primary practice. We provide comprehensive accounting and tax services, from compliance to proactive strategy, tailored to the complexity of high-achieving individuals and growing businesses.
Individual & business tax
Accounting & compliance
When you need more
For accounting practice owners
Thinking about succession, bringing in a partner, or what comes next for your practice? We partner with established CPA practices, confidentially and with continuity for your clients and team at the center.
Estate & trust tax
Tax Planning
Proactive strategies that reduce tax burden across income types.
Compliance
Accurate, timely financial records and regulatory filings you can rely on.
Institutional Pedigree
EXPERIENCE BUILT AT WORLD-CLASS INSTITUTIONS
