Our Firm

 

Our Time Honored Approach Means A More Rewarding Client Experience

We have over 100 years of comprehensive knowledge

Citadel was founded in 1994 by Don Akridge, a Marine Corps veteran who has earned multiple business degrees and several professional licenses.

Don had the vision to leave his corporate career and start his own business. He wanted the freedom to serve individuals, families, and business owners the way he felt was best – with respect, quality, and honesty. Today, our firm successfully integrates CPA and wealth management/personal financial planning services to be a compelling destination for all of our clients’ needs.

Historically, the convergence of the CPA profession with the fields of personal financial planning and wealth management began its infancy approximately three decades ago. This was with the U.S. Supreme Court’s ruling that ended prohibitive, outdated regulations regarding certain professionals’ restraint of trade issues. One of the United States’ most respected business credentials, the CPA, was encouraged to embrace and compete in those closely related financial fields.

Accordingly, the beneficial convergence of the imagination, energy, skills, and integrity of the CPA, particularly those who also possess the skills and credentials of advanced business degrees, the AICPA’s Personal Financial Specialist, and the Certified Financial Planner® professional, elevates effective delivery of those professional services to the highest levels of integrity, competency, relevance, and trust.

Citadel’s business model and practices embody precisely that philosophy and beneficial convergence: highly skilled, objective, relevant, trustworthy, and steeped in professional and personal integrity to ensure that clients’ best interests are always rigorously served.

We invite you to visit with us to explore how we may best serve your various financial needs and interests.

For Our Veterans

A specialty of our practice is serving the unique needs of veterans. As a Marine Corps veteran, Don Akridge understands the sacrifice you’ve made for our freedom and country. We seek to instill trust in our fellow veterans and provide quality, comprehensive service while offering the camaraderie and friendship of someone who appreciates your unique outlook on the world.

Don Akridge, MBA, CFP®, CPA/PFS

Emory University – MBA
– London Business School
Florida Atlantic University – BBA
U.S. Marine Corps Veteran
FINRA Series 7 and 66 Licenses
Certified Public Accountant
Personal Financial Specialist
Certified Financial Planner™ professional
Life and Annuity Insurance Licenses professional

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