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Comprehensive Wealth and Tax Solutions for Business Owners and Families.

ABOUT ⟶

Plan. Implement. Evaluate.

Planning is our foundation.

We start every relationship with a plan built around your values, needs, and goals. Our belief is that you increase your chances of success with a clear, defined roadmap to help get you there. Experience the difference of our planning-first approach.     

We do the heavy lifting.

Let us take your written plan from concept to implementation. We have the ability to put strategies and solutions in place that are in line with your planning objectives as well as your short and long-term financial goals. 

The work isn't over.

Your plan is complete and solutions have been implemented, but that doesn't mean our work is done! Your goals and needs change and we offer ongoing support and strategies to keep you on track.

Comprehensive, goal-based planning to help you achieve your ideal financial future.

We take pride in offering something a little bit different.


Our belief is that you deserve more than the industry-standard investment management and tax preparation you're receiving today. Our mission is to take all pieces of your personal and business finances and bring them together under one roof. This approach means increased cohesiveness, goal-oriented short and long-term planning strategies, peace of mind for you, and so much more.    

Benefits of Working With Us


Client needs always come first. 

Fiduciary is a buzz word in our industry and for good reason: it's intended to protect the beneficiaries' (clients') interests. As a fiduciary firm, we are committed to the highest standard of care for each client we serve. In other words, the solutions and services we offer are designed solely with client benefit, not personal gain, in mind. 

Planning to help you keep more of what you earn. 

A key to financial success and security is not to make more, but to keep more of what you make. Afterall, your earnings are an engine of opportunity. Tax is the most significant expense in your life. With a tax efficient approach to every plan, we work tirelessly to ensure you never overpay in tax and employ unique, versatile strategies to limit your overall tax liability throughout your lifetime.  

Backed by some of the best in the industry.  

Conrad Levesque, CFP, CPA, leads the team with nearly 20 years of industry experience. Our team is enhanced through relationships with Prosperity Capital Advisors, The Due Diligence Project, and more. These relationships allow us to provide unparalleled and proven services and resources to our clientele.

Get to know the Levesque & Associates team!

Conrad Levesque Photo Conrad Levesque Hover Photo

Conrad Levesque

CFP, CPA | President
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Conrad is the founder of Levesque & Associates, Inc. Born in New York, Conrad spent his childhood in Southern California before moving to Georgia. He attended Kennesaw State University where he earned his Bachelor in Business Administration and went on to earn an additional degree, a Bachelor of Science in Accounting. Shortly thereafter Conrad received his Certified Public Accountant (CPA) designation. In addition to tax and accounting, Conrad’s professional background includes real estate development, business consulting, and financial auditing for the State of Georgia.

In 2017, Conrad drew on his many years of professional experience to expand his practice to include consulting and financial planning services. Conrad is a Certified Financial Planner (CFP) and holds multiple securities licenses.

Conrad enjoys spending time with his family and friends. He’s also an avid golfer and enjoys playing in charity tournaments supporting local causes. He is the third of four siblings and he and his wife love being the “fun” aunt and uncle to their two nieces and three nephews. 

Professional Affiliations 

Certified Financial Planner (CFP)
Certified Public Accountant (CPA)
Bucket Plan Certified Planner
Profit First Certified Professional
Member of The Due Diligence Project 
Member of the AICPA
Member of the Georgia Association of CPAs 

Learn More About Me

When you were a kid, what did you want to be when you grew up?
A professional baseball player, preferably for the Yankees (but I'd go for the Braves now, too!) 

What was the best vacation you've ever taken?
It's a tie - I went on a really great family camping trip as a kid.  We made chili, my uncle stole all of the kid's air mattress - lots of funny memories!  That's tied with a trip I took a few years ago to visit clients in Ft. Meyer.  We got to be part of a progressive dinner in their neighborhood, we hiked a beautiful nature trail, went to Cheeseburger in Paradise in Cabbage Key, and saw so many dolphins and manatees. 

What is something on your bucket list that might surprise people?
To try a wingsuit!

Chelsea Reese Photo Chelsea Reese Hover Photo

Chelsea Reese

Practice Manager
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Chelsea is a Georgia native, having grown up just a few miles from the Marietta Square in West Cobb. She attended Kennesaw State University where she earned her Bachelor of Business Administration in Marketing. Chelsea has spent the entirety of her career working in operations, marketing, and client services for locally owned businesses.

As Practice Manager at Levesque & Associates, Chelsea’s focus is on creating a positive experience for each client served. She also manages all of the practice marketing including social media, newsletters, and blog content. Her passion for helping businesses grow through a client-focused approach is at the center of her work. Chelsea has also been a Realtor since 2013 and loves the added level of service this allows her to offer clients of Levesque & Associates. 

As much as possible, Chelsea likes to get out and hike Kennesaw Mountain with her dog, Drake. She also enjoys spending time at the lake with her husband, family and friends and can never say “No” to a good book. 

Learn More About Me

When you were a kid, what did you want to be when you grew up?
I dreamed of being a marine biologist. But as an adult I learned that I get horrible sea sickness, so it's probably for the best that I didn't up in a career on a boat! 

What was the best vacation you've ever taken?
I have been blessed to go to some really beautiful places in my life, but I think the top trip was to NYC a few years ago. My brother lives there and my husband and I traveled with my mom and aunt and uncle to visit him. I love that city, but on this particular trip we had the opportunity to take a private tour of the 9/11 Memorial Museum. My uncle is a retired Fire Chief and was one of the many brave individuals who went to NYC to help immediately following the attack. Experiencing that with him was unforgettable.  

What is something on your bucket list that might surprise people?
A weird one because of the aforementioned sea sickness, but I've always really want to cage dive with sharks. 

Brittany Newome Photo Brittany Newome Hover Photo

Brittany Newome

Client Coordinator
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Brittany grew up in Cobb County. She attended Harrison High School and Kennesaw State University before spending a decade in the dental industry as a Treatment Coordinator. As Client Coordinator at Levesque Associates, Brittany makes client relationships top priority and enjoys going above and beyond for each client served. She brings exceptional energy and compassion to the team.

Brittany shares two daughters, Sadie and Charlie, with her husband, Cory. She’s very involved in West Cobb Softball, where both of her daughters play and she serves on the Board. They have two dogs, Cash and Cooper, and have recently added two guinea pigs to the bunch!  Brittany enjoys family trips to the beach and working out at Crossfit Warrior Pride in Marietta with her husband.

Learn More About Me

When you were a kid, what did you want to be when you grew up?
I always thought I would be a teacher... but I married one instead! 

Where was the best vacation you've ever taken?
We took our girls to Disney World a few years and we went big!  We did as much as possible and watching our girls take it all in was such an amazing experience - one I'll never forget.

What is something on your bucket list that might surprise people? 
Get a tattoo! 

Circumstances Change.

We'll Help You Stay the Course. 

How Can We Help?

Planning is at the core of everything we do.  As a fiduciary firm, we put your needs first and deliver recommendations that solely serve your best interests.

By putting strategic measures in place, we believe you can achieve your goals with ease and confidence. Explore the various services available below. Looking for something specific? We don't believe in a one-size-fits-all approach to planning. Let's talk about creating a solution that's perfect for you. 

Wealth Building
From discovering your financial goals to implementation and ongoing evaluation and monitoring, our wealth building services approach your financial health in a new way, focusing on goals and solutions instead of insurance and investments.
Goal-based Planning | Custom Solutions | Ongoing Support 
 
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CFO Services 
Experience the benefits of adding a skilled CFO to your organization at a fraction of the cost of a full-time salary. From improving financial visibility to improving cash flow to expanding your overall organization, an experienced CFO can have significant impact on your business' bottom line. 
Financial Visibility | Goal and Strategy Development | Growth Management

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Tax Management
Tax is the largest expense in your lifetime so why not add tax efficiencies to your plan? Tax Management is about more than making estimated payments; we work with you to reduce your overall tax liability, improving cash flow and investment opportunities.
Long-term Efficiencies | Improved Cash Flow | Reduced Liability 

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Wealth management starts with a plan and a successful financial plan is about WAY more than portfolio performance. In fact, we might argue that a plan has absolutely NOTHING to do with performance at all. It's a roadmap to take you from where you are to where you truly want to be.  

Our Wealth Building process includes:


Discovering
We take the time to get to know you and your goals. This isn't a one-size-fits-all approach and in order to tailor your plan to you, your family, and your business, we have to know what you actually want.  

Prioritizing
You'll receive a tailored financial plan that defines your goals and serves as your roadmap to your ideal financial future. This map sets out your short-term and long-term goals and acts as the foundation to thoughtful and effective decision making.   

Implementing
It's time to take everything we identified in your plan and get to work. For some clients, investment management will be an important piece of the implementation puzzle, but assets are not required to take advantage of our Financial Planning services.  We've helped countless clients with zero manageable assets get their financial health in order and bring their goals within reach. 

Monitoring
Our work doesn't stop once your plan is in place. Afterall, you have goals and we set out to ensure you achieve them. We work transparently through regular reporting, proactive recommendations, as well as routine touchpoints and education.




The IRS estimates that more than one billion dollars are overpaid in taxes each year. With a tax-efficient approach to planning, our goal is to ensure not a single client of ours overpays by even a penny.  

Have you been overpaying? Are there strategies available to you that could offset tax liabilities in the present while creating cashflow for your future? The answer is probably and definitely and you need an expert in your corner to see it through. Often times the solution is not to make more, but to keep more of what you make. We're here to help. 

Do you want to reduce your tax burden? Do you want to increase your assets? We can help!

We are a planning-first firm and identify tax efficiencies tailored to you. We work with you throughout the year, not just when it’s time to prepare your return. And yes - we can prepare your tax returns, too. 

Do you want to find out how you can reduce your tax burden?

As a member of The Due Diligence Project(TM), we are part of a global community of 500+ CPA Firms, Law Firms, and Family Offices. This means we give our clients access to the best, peer-reviewed resources and strategies available on the planet. That's right - on the planet.     

Here are just a few ways we can create tax efficiencies for you: 

  • Restructuring your investment portfolio to produce a higher after-tax return
  • Shifting income to dependents in a lower tax bracket
  • Leveraging unique, peer-reviewed strategies available through DDP
  • Maximizing qualified plan and IRA contributions
  • Identifying all the deductions that apply to your small business

Would you worry less if you had more money to save toward your goals? Discover how much more money you could be keeping for yourself and your future. Contact us today for a no-cost review of your prior year tax return.

Looking for strategic financial leadership? We work in partnership with business owners to help define goals and develop strategies to achieve them. Our Fractional CFO Services provide the experience and expertise of a high-end CFO at a fraction of the cost of a full-time salary.  

Every business is unique. Are you looking to optimize cash flow, maximize profitability, accelerate growth, or even start planning your exist strategy? What are your goals and aspirations or challenges and frustrations? We develop a custom, personalized strategy tailored to the needs of each business we work with.

Flex CFO Services include:

Strategy Development and Implementation  
Whether you have a specific goal you're trying to reach or a big picture you're trying to achieve, it's important to develop strategies that will help get you there.  Remember, "What got you here won't get you where you want to go." After strategy development comes implementation, an area where business owners frequently falter. Utilizing a Fractional CFO brings momentum to your changing organization.   

Growth Management
Fractional CFO services are often utilized to help scale a business. This can mean that processes, relationships, and more need to be reevaluated and sometimes even reinvented. A CFO helps to not only ensure profitability, but also proper systems and structure to support the next phase of your business.

Forward-Facing Financial Visibility  
Typical accountants and bookkeepers keep past and current finances organized and documented, focusing on the financial history of your organization. CFOs focus on your business' future, helping you get from where you are today to where you've always dreamed of taking your business.       


We offer flexible packages that can be tailored to your specific needs.  Below is a starting point for our services. Get in touch with our team to learn more about our offerings and how we can assist you. 

Personal CFO 
Fees starting at $500/month
Regardless of where you are in your journey, everyone can benefit from a personalized road map to financial success. Leverage our knowledge and experience to consolidate debt, develop a savings and growth strategy, create more tax efficiencies, and so much more.

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Tax Planning+
Fees starting at $150/month
Sometimes the easiest solution is not to make more, but to keep more of what you make. With access to premier strategies, let Levesque & Associates go to work for you to identify tax efficiencies and develop a long-term strategy designed to help you keep more of your earnings.

LEARN MORE

CFO Services
Custom packages available
A business owners' largest asset is often their business. Whether you're looking to grow, transition ownership, or just get smarter with your cash flow and tax liability, we offer tailored solutions with entrepreneurs in mind. Schedule an introductory call to learn more about this offering.

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Special Project  
Starting at $2,500 
Do you have very specific planning or tax management needs from a one-time event such as the sale of a business or an inheritance?  We offer modular planning services to help you make the right decisions and navigate your changing circumstances successfully and efficiently.

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Getting Started is Easy

Interested in learning more about our unique and efficient approach to your financial future? We'd love to speak with you!

To help prepare for this meeting, you should have a basic idea of your current financial picture and financial goals. How are things now? Do you have any concerns? What do you hope to accomplish in the next few years and long term?