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Tannery & Company Wealth Management
Michael Tannery runs a Richardson, Texas practice that merges CPA-led tax advisory with registered investment management under one roof.
Tannery & Company Wealth Management
Founded by Michael Tannery, a CPA, AIF, and CDFA, the firm was built to collapse the typical separation between tax, accounting, and wealth advice. It serves entrepreneurs and individuals from its single Richardson office, with an eight-person team that includes two additional CPAs, a Chief Relationship Officer, and licensed registered representatives — a staffing model designed to keep client finances connected rather than scattered across multiple providers. Tannery & Company provides personalized wealth management portfolios, individual and business tax advisory, and cloud-based bookkeeping and accounting. While the firm does not disclose a dedicated in-house investment team, its registered-principal structure suggests internal portfolio construction rather than a fund-of-funds or referral model. The geographic footprint is concentrated in the Dallas–Fort Worth metroplex; no additional offices or nationwide client base is evident from public disclosures. The firm markets itself as a single-source solution for business owners who otherwise rely on separate firms for bookkeeping, tax, and asset management. Team scale sits at eight professionals listed on the firm's website, spanning tax, accounting, practice management, and client-relationship roles. The firm has not announced any recent capital raises, fund launches, or partnership expansions. It operates without disclosed philanthropic vehicles, club memberships, or operating-business affiliates. Its most recent visible operational signal is the mid-2026 publication of a blog series on mid-year financial resets, which aligns with its positioning as an ongoing advisory partner rather than a transactional service. Tannery & Company's structural differentiator is the bundling of credentialed tax expertise — three CPAs including the principal — with registered wealth management inside a single firm. This integrated compliance-plus-advice architecture is unusual among small advisory practices, directly addressing the compliance-tax-investment gap that most competitors resolve through referral networks.
General information
Firm type
Bank / Wealth / Trust
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Richardson
Corporate office
Richardson, TX, United States
Principals
Michael Tannery
Principal Advisor
Tina Tannery
Tax Coordinator, Registered Representative
Ashley Graban
Practice Manager
Katie Goldberg
Chief Relationship Officer
Cooper Westbook
CPA, Senior Tax and Business Advisor
Sector focus
Frequently asked questions
Who runs investment decisions at Tannery & Company?
Michael Tannery serves as the firm's principal advisor, and his designations as an AIF (Accredited Investment Fiduciary) and registered principal indicate he bears responsibility for portfolio construction and investment oversight. The firm's website does not list a separate CIO or external investment committee. Day-to-day account strategy is supported by a team that includes registered representatives and a financial planning associate.
How does Tannery & Company source clients and manage relationships?
The firm's practice appears built on local professional networks in the Dallas–Fort Worth area, with a website that positions it as a trusted single source for business owners who want to streamline tax, accounting, and wealth management. Katie Goldberg holds the title of Chief Relationship Officer, suggesting a deliberate focus on ongoing client engagement. No club memberships or institutional referral partnerships are publicly disclosed.
Does Tannery & Company operate as a standalone wealth manager or is it part of a larger network?
Tannery & Company operates as an independent firm headquartered in Richardson, Texas. It is not listed as a division of a larger bank, broker-dealer, or multi-family office platform. The licensing disclosures for its registered representatives suggest broker-dealer affiliation at the individual level, but the firm's own branding and service descriptions emphasize a unified, independent practice.
Does the firm construct portfolios internally or outsource to third-party managers?
The firm's public materials do not explicitly state whether it uses third-party managers, TAMPs, or model portfolios. Michael Tannery's registered-principal status and the firm's emphasis on customized portfolios imply internal investment decision-making rather than a purely outsourced model, but no specific asset-management infrastructure or external sub-advisor relationships are disclosed.
What credentials does the team hold, and how do they shape the firm's advice?
Michael Tannery holds CPA, AIF, and CDFA designations, which combine tax expertise, fiduciary investment training, and divorce financial planning. The team also includes two additional CPAs — Cooper Westbook and Leslie Carden — and registered representatives. This credential mix supports the firm's integrated model, where tax planning directly informs portfolio and wealth-management decisions.
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