Michael D. Stokes, CPA, PFS
Phone: 828-327-9868 Trust a CPA/PFS to be your complete independent financial advisor. We can help you avoid the mistakes that make many financial plans fail. Michael has been advising his clients for over a decade, helping hundreds of individuals and businesses cut their tax burdens and manage their wealth in a way that is appropriate for each client’s specific goals and concerns. Using a system for managing the distribution of retirement assets, he helps retirees and those close to retirement remove the fear of outliving their money, protect their principal investments, improve returns, and keep their taxes as low as possible. In addition to earning his CPA designation in 1988, Michael is also a Personal Financial Specialist. PFS is a designation issued by the American Institute of CPAs, and is only available to CPAs. To become a PFS, he had to meet education and experience requirements in the areas of investments, estate planning, retirement planning, insurance, and income tax. Currently, Michael is a member of Integrated Financial Group, an elite consortium of independent financial planners. The independence of the group allows for the implementation of financial recommendations free of an affinity or obligation to specific investment firms, mutual fund families or insurance companies. Michael's allegiance is always to his clients. Michael started his career as an accountant with a regional CPA firm in the Washington, DC area then moved back to his hometown of Hickory, NC in 1993 to advise clients in his own public tax practice. Many of his clients have been with the firm for over 30 years, starting when the firm was founded in 1966 by Michael’s father. Michael holds Bachelors degrees in Economics from UNC Chapel Hill and Accounting from UNC Greensboro. He and his wife Lois have three children: Emily, Katie, and Michael. 
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200 Ashford Center North Phone: 770-353-6400 |