Somehow, most CPAs have come to believe that “more is more” and are scared to embrace less. They end up sacrificing the present for the future, neglecting the things and people that matter most. We believe there’s more to life. For over 15 years, Lombardi Family Office has helped CPAs understand the importance of a work-life balance and take control of their personal and professional success. We help you form deeper relationships with your clientele, have the time to focus on your personal relationships, and quickly grow your businesses. Take your career further and discover true fulfillment and purpose.
Founder & Executive Director
Director of Client Communications and Home Office Ambassador
Director of Client Operations and Case Management
Family Office Ambassador