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Our Mission is to serve a select number of family owned businesses and the individual family members to accumulate, perpetuate and preserve family wealth so that legacies can be passed from one generation to the next. Our mission is to provide fee-based investment advisory, accounting monitoring, tax planning and compliance, and consulting. We also to provide you unparalleled access to a wide range of business and personal services so that you can:
Edward W. Greenlee, CPA, PC i s a registered investment adviser. Advisory services are only offered to clients or prospective clients where Edward W. Greenlee, CPA, PC and its representatives are properly licensed or exempted. This website is solely for informational purposes. No advice may be rendered by Edward W. Greenlee, CPA, PC unless a client service agreement is in place with you. Edward W. Greenlee, CPA, PC is currently licensed in Oklahoma, Texas and New Mexico

