Décarpentrie Financial Services
& Wealth Management

"A goal without a plan is just a wish."
- Antoine de Saint-Exupéry -

Individual


Tax Planning

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Cash Flow Management

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Risk Management

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Education Planning

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Retirement Planning

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Investment Planning

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Estate Planning

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Business


Bookkeeper

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Accounting Manager

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Controller

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Consulting


Business development and networking

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Courses and training

COMING SOON!

Part-time CFO

COMING SOON!

About


Cedric Decarpentrie, EA, Certified ProAdvisor

Cedric earned his Bachelor's degree in Accounting and Finance Management in 2011, and passed the IRS Enrolled Agent Exam in 2020. With over ten years of experience, he has worked for many prominent firms in France and in the US. Cedric advises individuals and businesses on tax, finance and accounting matters, serving clients across a broad range of industries, in France and in the US.

Decarpentrie Financial Services & Wealth Management, L.L.C.

DFSWM LLC was created on the premise that planning requires enhanced skills and solutions. Thanks to our expertise and global approach, we can provide you with a concrete road-map and build a flexible and portable financial plan in line with your objectives. Our entire team is dedicated to delivering specialized financial advice and exceptional service in the most ethical manner.

If you need help managing any aspect of your personal or professional finances, we will happily offer you a FREE initial consultation to determine how we can best serve you.

Thank you for visiting. We look forward to working together!

Contact


  • Raleigh, North Carolina