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Mission
Mission
To empower individuals and small businesses with accessible, ethical, and high-quality financial solutions, combining expertise with personalized attention to create lasting value and peace of mind.
To empower individuals and small businesses with accessible, ethical, and high-quality financial solutions, combining expertise with personalized attention to create lasting value and peace of mind.
Core Values
Core Values
Fairness
Fairness
We believe in delivering value-driven services at honest, competitive rates.
Expertise
Expertise
Leveraging deep knowledge and experience to provide precise, tailored financial solutions.
Reliability
Reliability
A steadfast commitment to being there for our clients, every step of the way.
Owner/CEO
Owner/CEO
Logan Cawley
Logan Cawley
Logan Cawley, the founder and CEO of Accounting Wisdom Financial LLC, brings a unique blend of expertise and dedication to every client interaction. With dual Bachelor’s degrees in Finance and Accounting from Utah Valley University and numerous professional credentials—including CMA, Series 7 and 66 licenses, CFA Level I (with Level II in progress), and advanced certifications in tax and bookkeeping— Logan offers a wealth of knowledge across multiple disciplines.
Prior to starting Accounting Wisdom Financial LLC, Logan gained invaluable experience as a portfolio analyst, where they honed skills in investment research, risk management, and tax planning. Disillusioned by the industry’s lack of transparency and fairness, Logan set out to create a firm grounded in ethical practices and genuine client value. Driven by a passion for helping individuals and small businesses succeed, Logan provides highly personalized services tailored to meet diverse financial needs.
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