We Are BNA 
Established in 1977
Founded by Bernie Ackerman in December 1977, BNA has evolved from a dedicated duo to a team of over thirty experienced professionals. As the son of lifelong entrepreneurs, Bernie established BNA with the mission of supporting fellow business owners in achieving success.
Operating from our centralized office in Rock Hill, BNA proudly serves customers from the York County community to Charlotte and beyond.
Services
BNA specializes in delivering comprehensive CPA and Wealth Management services tailored to meet the unique needs of both individual and business customers. Our offerings include taxes, charitable giving, investments, retirement planning, and more.
Going Strong
Trust our qualified team to provide exceptional service and a meticulous review of their work. We stay abreast of the latest laws, regulations, and technology.
Over the last four decades, we've fostered numerous valued relationships. Connect with us today to discover how we can streamline your accounting tasks, allowing you to refocus on running your business.
Established in 1991
Founded by Larry Vitez over 25 years ago, Consolidated Investment Advisors joined forces with BNA CPA in 2018, rebranded as BNA Wealth. Stemming from a lineage of entrepreneurs, Larry cultivated the business to its present state, providing a spectrum of financial services to individuals and businesses. Our unwavering commitment has always been, and will continue to be, doing what is best for our customers.
Serving from our centralized office in Rock Hill, BNA is dedicated to supporting customers throughout the York County area to Charlotte and beyond.
Services
BNA Wealth specializes in providing comprehensive investment, retirement, insurance, estate, and tax advice tailored to individuals, families, and business owners in every stage of life.
Going Strong
Trust our qualified team to deliver exceptional services and stay abreast of the latest laws, regulations, and technology for your financial planning needs.
Over the last three decades, we've forged numerous valued relationships. Reach out to us today to explore how we can handle your financial planning, allowing you to focus on the important things in life.
Our Comprehensive Financial Philosophy
At BNA, whether through our Accounting Services or Wealth Management, our philosophy is anchored in a commitment to understanding the unique financial needs of our customers. By delving into your current financial situation and future objectives, we tailor our approach to create customized plans that align with your financial goals.
Our expertise spans accounting, taxation, and wealth management, empowering you to navigate the intricate landscape of financial regulations with confidence. We believe in providing meticulous attention to detail, ensuring compliance, and delivering strategic financial guidance. Our unwavering dedication to our founding principle, "putting our customers first... always," underscores our commitment to your overall financial success.
