At Saddock Advisory we love what we do. Yes, we’re financial advisors, but the truth is we can offer so much more than advice or tax preparation. We’ve been in business for nearly four decades, and in that time we’ve learned that our client relationships are the most important aspects of our business. We are financial experts, and our team has over 85 years of combined experienced, but we also treat every relationship as a long-term investment. We know that establishing meaningful and collaborative relationships with our clients is more beneficial than any run-of-the-mill financial advice. And that’s why many of our clients have been with us for years!

We’re experienced, relationship-focused, and have tenured clients, but what can we do for you? If you’re interested in learning more about the Saddock Advisory approach and how we can help, keep reading.


We Take Your Future Personally

Our mission is to practice servant leadership that fosters a high-touch, high-quality, and high-return relationship for our client partners every day.

When you come to Saddock Advisory, you’re getting a financial partner for life.

We excel in various areas, including:

  • Helping business owners understand their current financial puzzle.
  • Taking a strategic look at the future of the company through budgeting and analysis of historical trends.
  • Solving business problems that impact business growth in creative and cost-effective ways.
  • Making owners feel more comfortable by being proactive with handling obstacles during periods of growth.

We know the constraints and challenges business owners have to deal with, because we are business owners ourselves!


Who We Serve

Over the years, we’ve partnered with many clients across various industries, but generally, our clientele has a few things in common. They are entrepreneurs and business owners looking to grow their businesses, profitably.

Growing companies, established companies, business leaders looking for exits, business leaders who need to think about succession planning—we’ve seen it all!

Curious if we’re a right fit? Let’s get our teams together to talk!


We Go Beyond the Numbers

Traditionally accounting and financial services are transactional – do the books, prepare the taxes, etc. Numbers in, numbers out, and you pay a fee.

But what about profit?

Our firm seeks to help you keep your finances in order while growing and increasing profit. We’ll prepare your taxes and handle accounting matters, but what sets us apart is our ability to drive profitability into your business.

We help solve problems to empower your success by providing financial and operational oversight. What we’ve seen during our years in the industry are growing enterprises that were phenomenal in sales and marketing, but lacked strong forecasting models or were missing accurate financial statements. While it may not be a daily thought, these are critical pieces that are essential to steering your organization and leading you to accomplish your goals.

When you work with us, you’re getting access to guidance you can trust. We’re invested in your success and will always put your goals first.

Some of the ways we can help include:

  • Tax Planning
  • Strategic Planning
  • CFO Consulting
  • Exit Planning/Valuation/Acquisitions
  • Loans & Capital Advice
  • Strategic Philanthropy
  • Wealth Management
  • Accounting Services

We love to help our clients in any way we can. You can check out our services page for more info!


Why Our Client Relationships Last 30 Years

If you’ve paid any attention to this article, then you know the Saddock way is all about relationships. We take the time to get to know you better, to understand your goals, your history, and your concerns. We understand your challenges and appreciate the nuances, as we have experienced many. It starts in the first meeting, but you’ll feel it for years to come.

We will nurture the relationship every step of the way until we are a natural extension of your team. You can count on us to help tackle your challenges and celebrate your wins.

We can offer every client a service-driven approach focused on you and your business, valuable experience that spans business categories and business life stages, all while delivering high quality performance, and transparent, fair billing.


Let’s Connect

If you feel like we could be the right fit for your organization, we’d love to speak with you! Please feel free to get in touch with us by calling 972.437.5201, sending an email to, or by filling out our online contact form here.


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Your Business Financial Decisions Are Our Business
You want your business in good hands. See how Saddock Advisory makes their clients' successes a priority and why our clients have trusted us for decades.

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