1986 was an exciting year around the country:
…Many other exciting and newsworthy events
1986 was also the year Edward Fulbright, CPA, CGMA, PFS launched a part-time home-based CPA practice with one IBM Compaq computer, one client and a business plan.
During 1987, as the firm continued to grow, Genevia Gee Fulbright, CPA, CGMA, relocated from California to serve as full-time Accounting & Tax Manager while Edward served dual roles, IBM Financial Analyst during the day and CPA Practitioner in the evenings and on weekends.
During 1992 Genevia was elected an officer and the firm name was changed to Fulbright & Fulbright, CPA, PA.
In the early evolution of the firm service offerings centered around individual and small business taxes and accounting services. The focus then and continues to be on how to help clients KEEP MORE OF WHAT THEY MAKE.
After a few years clients requested additional services including business strategy sessions, investment advice and coaching services so in addition to increasing offerings in 1995 Edward founded fee-only NC registered investment advisory firm Fulbright Financial Consulting, PA. By offering objective Fiduciary Fee-Only services the firm better represents the best interests of clients.
Always innovators in the industry:
During 1994 Genevia started conducting seminars, serving on corporate boards and authoring books, eventually starting a “Make the Leap” book series. The next installment to the series is due out 3rd Quarter 2015 entitled Make the Leap: From Student to Board Director. Check out: Make the Leap
During 1995 Edward started hosting and producing a personal & business finance radio program “Mastering Your Money™” a syndicated weekly educational program to help people make informed financial choices. Mastering Your Money
With the success of the first two ventures, a third business was born, Fulbright Knowledge Alliances, Inc. during 2003 to help the other firms as well as manage media activities, books and workshops.
Being on the same side of the table with our clients is very important to us.
We have always placed high value on clients protecting their money, having the freedom to choose how and when they become financially independent and serving the public.
Fulbright Financial Consulting, PA is a fee only financial consulting and investment advisory firm. Fee-Only refers to the method of compensation for the financial advisor. "Fee-only" advisors are compensated solely by fees paid by their clients and do not accept commissions or compensation from any other source. The client's best interests must be placed before the advisors.
We provide comprehensive and segment financial advice on an independent and objective basis. Comprehensive financial advice includes investment portfolio, cash flow management, income tax management, estate planning, retirement planning, risk management, educational funding, business planning, employee benefit planning and other client benefits.
HOW ARE WE DIFFERENT FROM OTHER FINANCIAL ADVISORS?
We integrate all the financial areas in your life, including tax planning/preparation, estate planning, will execution (utilizing a licensed attorney), insurance and investment advice and implementation into one overall comprehensive plan.
"We provide comprehensive financial and investment planning for a fee and receive no commissions from the purchase/sale of products."
Open Retainer Program:
Because we consider financial planning a process rather than a one time review, our annual fee allows you to call us or come see us at any time during the year, in addition to your scheduled appointments, at no extra cost.
As licensed professionals, all Advisors are Certified Public Accountants or the equivalent, usually with additional credentials, and serve you on a fiduciary basis. In addition, each advisor receives rigorous academic training and has years of seasoned experience.
Fulbright & Fulbright, CPA, PA is a North Carolina Professional Corporation licensed to do business as a Certified Public Accounting firm. Prior to Fulbright & Fulbright, CPA, PA's incorporation date, the firm operated as a sole proprietorship, which began operations during January, 1986.
Edward D. Fulbright, CPA, CGMA, PFS (the firm's Chair & CEO) is licensed to practice as a Certified Public Accountant by the States of Georgia and North Carolina, and he also holds a Series 65 license and is a Registered Investment Advisor by the State of North Carolina.
Genevia Gee Fulbright, CPA, CGMA (the firm's President & COO) is licensed to practice as a Certified Public Accountant by the State of North Carolina and she is also a Governance Fellow by the National Association of Corporate Directors (NACD).
The majority of the firms revenues are derived from small businesses (gross revenues below $15 million) and individuals within a 100 mile radius of both offices. Some clients are located in California, Maryland, New Jersey, New York, Pennsylvania and Washington, D.C. just to name a few of the out of town client locations. The firm has also serviced some clients located outside of the United States, including Africa, Brazil, Canada, England, Japan, and Israel.
The firm is a full service company with the flexibility to meet the characteristics and needs of the client. The firm consists of a well-rounded professional staff with vast experience in accounting, audit, business advisory, tax. The combined business experience of the owners and professional staff exceeds 50 years. We serve diverse clients from athletes to authors; architects to attorneys; banks to business associations; dentists to dieticians; educators to executives; movie directors to medical professionals; real estate brokers to restaurateurs; scientists to software designers; scholarship recipients to shareholders, many others.
We are officers, members and affiliates of a growing number of professional, civic, and community-based organizations.
We are pleased to present this description of our firm for your consideration. We look forward to hearing from you regarding possible contract or consulting opportunities.