Strategic Financial Management for Business Owners and Families

Plan. Implement. Evaluate.

Planning is our foundation.

Every relationship starts with a plan built around your goals - because a clear roadmap drives success. Experience our planning-first approach.

We do the heavy lifting.

You get a clear path from plan to execution, with strategies tailored to your objectives and aligned with your short- and long-term financial goals.

The work isn't over.

Even after your plan is in place, you get support and strategies that adapt as your goals evolve - keeping you on track every step of the way.

Delivering Clarity.
Preserving Legacy.
Empowering Decisions.

Who We Are

You deserve more than standard investment management and tax prep. Our mission is to unify every aspect of your personal and business finances - bringing peace of mind, clarity, and coordination, through integrated, goal-driven planning.

Benefits of Working With Us

Client needs always come first.

Our mission is simple: align our efforts with your top priorities. As a fiduciary firm, we are committed to acting in your best interest, offering solutions designed for your benefit, not our gain.

Planning to help you keep more of what you earn.

Financial success isn't just about earning more - it's about keeping more. Taxes are often your largest expense, so we take a tax-efficient approach to every plan, using strategic solutions to help reduce your lifetime tax burden and maximize long-term opportunity.

Tailored expertise for entrepreneurs.

Understanding your business's value - not just as a standalone asset, but as a key part of your overall wealth, is just the start. We help you gain clarity on the role your business plays in your broader financial landscape, uncover potential risks, and explore strategies to protect and grow its value.

Get to know the DELVR Wealth team!

Conrad Levesque

CFP, CPA, CEPA, BPC | Founder, Advisor

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Conrad is the founder of DELVR Wealth, formerly 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 (Management) 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. In 2024 Conrad earned the CEPA credential, empowering him to work more comprehensively and effectively with business owners.

Conrad loves being a dad to his two daughters, Caroline and Carson. 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, Chelsea, enjoy being the “fun” aunt and uncle to their three nieces and four nephews.

Professional Affiliations

Certified Financial Planner (CFP)
Certified Public Accountant (CPA)
Certified Exit Planning Advisor (CEPA)
Bucket Plan Certified Planner
Member of the AICPA
Member of the Georgia Association of CPAs

Get to Know 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 Levesque

Marketing Specialist

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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 the Marketing Specialist, Chelsea manages the practice's 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.

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.

Solutions Designed for Your Needs

Let's Work Together

Fractional CFO Services

Financial Visibility | Goal and Strategy Development | Growth Management

Looking for strategic financial leadership? Our Fractional CFO Services offer high-level expertise without the cost of a full-time hire. Whether you're aiming to optimize cash flow, boost profitability, accelerate growth, or plan your exit, we start by understanding your unique goals, challenges, and vision. From there, we craft a personalized strategy aligned with your business needs.

Fractional CFO Services encompass:

Strategy Development and Implementation
Growth Management
Forward-Facing Financial Visibility
Risk Assessment and Mitigation
Exit Strategy Design and Execution

Ready to explore how we can help your business? Book an introductory call to learn more.

Tax Management Services

reduced liability | increased cash flow | long-term efficiencies

The IRS estimates that over a billion dollars are overpaid in taxes each year. Our goal is simple: ensure not a single client overpays by even a penny. Through a tax-efficient, forward-looking planning approach, we help you retain more of what you earn - so your wealth works harder for you.

Worried about overpaying? The right strategies can reduce your current tax liability while creating long-term cash flow and financial flexibility. For entrepreneurs and legacy-minded families, success isn't just about making more - it's about keeping more of what you make. We're here to make that happen.

Here's a glimpse at how we help unlock meaningful tax savings:

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

Ready to investigate your tax savings potential? Book an introductory call to learn more.

Strategic Wealth Management

Goal-based planning | custom solutions | ongoing support

True wealth management starts with a plan - one that's built around your goals, not just your portfolio. For successful entrepreneurs and legacy-minded families, financial planning isn't about chasing returns - it's about creating clarity, control, and long-term impact. We help you align your wealth with your vision, using proven strategies to move you from where you are to where you want to be.

At the heart of our process is The Bucket Plan® - a structured approach that segments your assets into three buckets:

Now - Liquidity for immediate needs
Soon - Income and stability for the near future
Later - Long-term growth and legacy planning

This framework allows us to help you minimize tax burdens, manage risk, and position your wealth for both lifestyle and legacy. Learn more about The Bucket Plan® here.

Ready to get more from financial planning? Schedule a discovery call today.

Your Next Move Starts Here

Ready to take a more strategic approach to your financial future? Let's talk about how we can help you build, protect, and optimize your wealth.

Book your complimentary call to discover how we help entrepreneurs and legacy-minded families build, protect, and optimize their wealth.