About Us


SmartPlan Financial Services is a family owned CPA and Advisory firms with locations in Jupiter, Fl. and Atlanta, Ga.

In business for 25 years, our clients value our services for two reasons: we have accounting and investing under one roof; and we are entrepreneurs ourselves who understand the emotional financial growing pains that a small business owner encounters.

The StoryWill product and service is unique to our company and inspired by our own family story. Please tour the website to see how we personalize the StoryWill book and online album.

Thank you.

Robroy Wiley