Expert Financial Guidance

For Closely Held Businesses

Expert Financial Guidance

For Closely Held Businesses


What defines us as professionals?

TP4 Advisors is a financial advisory firm with over 30 years of experience dedicated to helping business owners achieve their financial goals.

Are you a passionate finance professional with a high level of commitment?

If you want to be part of a dynamic & constantly growing team

Our approach

At TP4 Advisors, we believe that the key to financial success is strategic and personalized planning. That’s why we focus on:

  • Goal Setting Workshop: We sit down with you to define your financial aspirations, both short- and long-term.
  • Financial Assessment: We conduct a thorough analysis of your current financial situation.
  • Strategic Planning: We develop a personalized plan that incorporates investment strategies, risk management, and tax optimization.
  • Implementation and Monitoring: We guide you through implementing your plan and monitor progress, making adjustments as needed.
TP4 Advisor approach

We’re known for building sustainable financial foundations

Providing demonstrated expertise to achieve your goals.

What can you expect from our team of experts?

Learn how we have helped other business owners achieve their financial goals

  • A thorough analysis of your current financial situation.
  • Personalized and strategic advice to make sound financial decisions for your business.
  • A comprehensive action plan to achieve your financial goals.
  • Constant and personalized monitoring to ensure the success of your plan.

What People Are Saying

“We enlisted TP4 Advisors’ services a little over a year ago and have been extremely pleased. They have delivered on all of their promises. They provide the full CFO suite of services for a fraction of the cost of a full-time CFO. We highly recommend their services!”

Kelly Mahan, President, President of Under The Weather

“TP4 developed daily metrics reporting that allowed Busken to measure revenue and key costs components that drive profitable growth. TP4 was also instrumental in streamlining our accounts payable via their one-touch payable process and enhanced our inventory controls to monitor and track materials. TP4’s leadership and guidance has had an incredible impact on our business!”

Dan Busken, President & CEO, Busken Bakery

“The TP4 team was great to work with. They made the process of getting CoreBridge and QuickBooks setup incredibly easy by getting an understanding of how I’d be running my business to completing all the necessary steps in a very timely manner. I’d highly recommend working with them.”

Matias Wigozki, Boston Signs and Graphics