A Registered Investment Advisory and Business Consulting firm located in Columbus, OH with clients across the country.

As a traditional financial advisor, Perry’s firm offers financial planning, asset management, investing, insurance and retirement planning to Individuals and Businesses.

As a fractional CFO, Perry consults 6-7 Figure Entrepreneurs and Small Businesses in the area of cash management, profitability, debt reduction and retirement and tax planning. 

In addition Perry has also earned the credential of becoming a Certified Profit First Professional. Perry’s trademarked brand is The Entrepreneur’s CFO ™

A former school teacher and personal trainer, Perry has dedicated his life to helping others. In addition to his Financial Credentials, Perry is also a certified John Maxwell Speaker and Coach in the area of Leadership. 

Perry attended Central-Hower High-School in Akron, OH. After graduation, he played for coaching legend, Bill VanGundy, at Genesee Community College, where he became an All-Region Awardee and runner up for Player-of-the-Year in the conference.

Perry then earned a full Division-I athletic scholarship to Tennessee State University, where he completed his formal education earning a degree in Mathematics and a minor in Biology. 

Perry was previously featured on Fox 28 Columbus OH in the segment “Financially Fit Fridays w/ Perry” where he provided entertaining yet thought-provoking content to individuals and businesses on a weekly basis. *paid advertisement in part by the E. CFO and Sponsorship

Most recently, Perry has been a standing spotlight speaker for the Ohio Society of CPAs for 3 consecutive years, presenting workshops on Financial Planning and Cash Flow Management. In addition, Perry has taken the national stage as a workshop presenter at the AICPA (American Institute of Certified Public Accountants) National Convention. 

Lastly, Perry earned international exposure on the acclaimed podcast, Entrepreneur On Fire, where he taught his Master Class, “You’re Accidentally Killing Your Company.”

Perry, his wife Sara and their beautiful twin daughters, Micalyn and Madelyn reside in Columbus, OH. 

In his personal time, Perry enjoys working out, being a self-proclaimed “foodie”, playing cards or chess, traveling and coaching his twin daughters in basketball.

Licenses and Designations

In the areas of finance, Perry has held  a Series 7 License (Securities License), Series 66 License (Investment Advisor), Life / Health / Annuity Licenses (Insurance License), has earned the CRPC (Chartered Retirement Planning Counselor) Designation through the College of Financial Planning and has the CPFA (Certified Plan Fiduciary Advisor) Designation.

In addition, Perry owns one of the few firms across the globe that holds the Certified Profit First Professional certification; specializing in business cash-management and profitability.

Perry is also a member of the John Maxwell Global Leadership Team, where he has earned the certification of Speaker and Coaching and has been a Brand Ambassador for the founder of FUBU, Daymond John of the hit TV series Shark Tank.