CPA · Wealth Management · Insurance

One firm for your taxes, books, wealth, and insurance.

Most businesses juggle four advisors who never talk to each other. Xel puts your CPA, financial advisor, and insurance broker at one table — so every decision is made with the full picture, at a fraction of the usual cost.

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3,000+clients served

5offices nationwide

1team behind your numbers

Why one firm beats four.

The integrated model

Your tax strategy affects your investments. Your payroll affects your insurance. When your advisors work in silos, money slips through the gaps. Ours don't.

JAN — APR

Tax season, handled

Your CPA already knows your books — because we keep them. No shoebox handoff, no surprises.

YEAR-ROUND

Planning, not reacting

Quarterly tax planning that talks to your investment strategy, not past it.

AS YOU GROW

Back office, covered

Bookkeeping, payroll, HR, entity formation — scaled to your size, without the overhead.

ALWAYS

Risk, managed

Commercial and personal insurance reviewed by people who actually see your balance sheet.

Where clients start.

Featured services

Tax Planning

Business and personal — credits, deductions, and the advanced strategies most filers never run. Pay the right amount, never more.

Explore tax planning →

FOR BUSINESSES

Accounting & Fractional CFO

Clean monthly books through CFO-grade forecasts, dashboards, and lender-ready reporting — a finance team without the payroll.

Explore accounting & CFO →

FIDUCIARY

Wealth Management

Planning first, then a portfolio managed with your actual tax return in view — by advisors held to the fiduciary standard.

Explore wealth management →

The service ledger.

Everything we do, on one page

TAX—100 Tax Advisory Business & individual returns, year-round planning, credits & deductions. Pay the right amount — not a dollar more. VIEW → WLT—200 Wealth Management Financial planning, investment management, estate planning, and risk management under fiduciary care. VIEW → BUS—300 Business Services Bookkeeping, payroll & HR, business formation, registered agent — your entire back office, run by Xel. VIEW → TRX—400 Transaction Advisory Business valuation and financial due diligence when you're buying, selling, or raising. VIEW → INS—500 Insurance Services Commercial and personal coverage brokered by advisors who know your full financial picture. VIEW →

// Serving healthcare, real estate, construction, logistics, retail, non-profits & professional services.

A local advisor. A national firm.

Five offices

OR / 97402

Eugene, Oregon

CPA & advisory services

OR / 97301

Salem, Oregon

CPA & advisory services

CA / 91764

Ontario, California

CPA & advisory services

FL / 32835

Orlando, Florida

CPA & advisory services

GA / 31401

Savannah, Georgia

CPA & advisory services

Client review

“I couldn’t be more impressed with Xel Advisor’s services. The team is incredibly professional, knowledgeable, and always willing to go the extra mile to ensure my financials are in top shape. They take the time to explain everything clearly and are always responsive to any questions I have. I appreciate how they make complex accounting matters easy to understand. Highly recommend them for anyone looking for reliable and efficient accounting services!”

— Savannah client

This review was given by a client of Xel Advisors. No cash or non-cash compensation was provided for it, and the reviewer has no material conflict of interest. One person’s experience is not a guarantee of results.

3,000+clients served

20+service lines

4states with an office