We begin with the end in mind.
“To begin with the end in mind means to start with a clear understanding of your destination. It means to know where you’re going so that you better understand where you are now and so that the steps you take are always in the right direction.”
– Stephen R. Covey
The Lodestar journey RAISES YOU UP.
Are you a small business owner struggling to understand your financial health, improve profitability and cash flow, or scale your business without sacrificing your sanity?
You’re not alone.
As a seasoned business owner and accountant, I’ve been in your shoes. I’ve faced the same challenges and found solutions that work. That’s why I founded Lodestar Advisors: to help small business owners like you achieve their full potential.
With decades of experience, I’ve helped countless businesses increase profitability by identifying and eliminating cost-saving measures, optimize cash flow to ensure a steady stream of income, and make strategic decisions by providing data-driven insights.
I’m committed to helping you grow your business and achieve your financial goals. Let’s work together to build a stronger, more profitable future.
Robert spencer, CPA
With over 25 years of financial services industry experience, Robert has a true passion for the business that translates into the tenacity and positive attitude on which his clients rely. Recognizing that finding the right solution is the most important ingredient in a client’s success, his strength is in his ability to understand their needs and deliver appropriate services to make a real difference.
Prior to starting Lodestar Advisors, Robert spent over ten years building his career in the investment industry. Working at a large regional bank, Robert led business process improvements for delivering the appropriate investment and retirement solutions to individuals and business clients. He also spent several years performing business valuation and integration activities. Robert has spoken at industry conferences on various topics related to customer relationship management. Prior to his financial services experience Robert worked at a public accounting firm completing audit, review and compilation services as well as a variety of tax returns.
Robert earned his BS from Towson University. He is a licensed Life & Health Insurance Producer, Certified Public Accountant (CPA) and a Registered IRS Tax Preparer.
Starting Lodestar Advisors presents an excellent opportunity to enable Robert to expand upon his extensive knowledge and experience to provide clients a more holistic approach to meeting their financial needs.