​Wealth Managers ━ CPA’s ━ Business Advisors

Putman Financial Group, delivers tax smart professional services in the areas of:  Accounting, tax, advisory and wealth management.  We have designed our services to promote efficiency, education, accountability and growth through a well-organized process that is customized to each client.  It is through these processes, our experience and the use of technology that we provide our clients with a firm foundation where planning opportunities gain clarity from which educated decisions can be based. 

This is accomplished through the collaboration of the professional firms:  Cherie D. Putman CPA, Accountancy Corporation and Putman Capital Management, Inc.

The accounting firm of Cherie D. Putman CPA, established in 1996, provides accounting, tax and advisory services to businesses, business owners and affluent families.
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Putman Capital Management Inc., established in 2003, provides our clients with services that are designed for the planning of, and the execution of, tax smart and strategic financial and estate plans.
Through this unique collaboration of proven capabilities and expertise, we enable our clients to honor the important promises they make to themselves, their families and others that are most important to them.

For more information, visit our website. 

Putman Financial Group serves as the marketing name for Cherie D. Putman CPA, Accountancy Corporation and Putman Capital Management, Inc.