Meet Your Trusted Advizors
NetAdvizor isn’t a faceless accounting firm—it’s a team of accounting professionals who genuinely care about you, your family, and your business. Our financial advisors bring expertise that goes far beyond the typical firm, with specialists across multiple industries so you’re not getting a generalist—you’re getting someone who understands how your specific world works.
The Team Behind Your Numbers
We bring together careful bookkeepers, payroll specialists, tax strategists, fractional CFOs, and operations pros, serving clients nationwide in all 50 states. Our financial advisors team is distributed across the country, which allows us to support owners wherever they are while maintaining a high-touch, relational experience. We’re united by our core values—genuine care, knowledgeable & competent, trustworthy, relational, and confident trailblazers—and we show up that way in every email, meeting, and report. When you work with NetAdvizor, you don’t just get software or spreadsheets; you get real people who know your business, watch the details, and stand beside you in the decisions.
MEET THE FOUNDERS
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MEET THE FOUNDERS ｜
Jordan Fulton, MACC, CFP®
Co-founder of NetAdvizor
Hi, I’m Jordan, and I’ve been obsessed with helping people make better financial decisions ever since I watched my parents lose almost everything in the 2008 housing crisis. That experience shaped how I see money, risk, and responsibility—and it’s why I care so much about giving business owners clear, honest guidance instead of jargon and guesswork. I paid my way through school, earned my Master’s in Accounting, became a CFP®, and spent years advising high-net-worth families and professional athletes on planning, tax, and investments. Along the way, I also became a business owner myself—building and leading companies in construction, hospitality, and services. I know what it feels like to sign payroll, manage cash in tight seasons, and make big decisions when the numbers aren’t as clear as you’d like. NetAdvizor was born out of a simple idea: small business owners deserve the same level of careful accounting, proactive tax planning, and strategic advice that wealthy families and large firms get. Today, I spend my time helping owners understand their numbers, reduce taxes, and build businesses that actually support the life they want—at home and at work. When I’m not working with clients, you’ll find me with my wife, Hope, and our kids, usually around the water, at a game, or planning our next adventure. Faith, family, and service are central to how I live—and they’re the same values I bring into every client relationship.
Tim Davis, CRPC®
Co-founder of NetAdvizor
Hi, I’m Tim, and I’ve spent more than 12 years helping families and business owners make smarter, more intentional financial decisions—especially when it comes to saving taxes and stewarding what they’ve been entrusted with. Early in my career as a financial planner, I worked closely with families on retirement planning and investment management, but over time I became drawn to business owners after seeing how underserved they are by traditional financial advice. Too often, they’re left reacting instead of planning, and I felt called to change that.
Today, I manage operations across the NetAdvizor brands and serve as Chief Compliance Officer and Partner of NetAdvizor Wealth, a Registered Investment Advisor. I get a tremendous amount of energy from helping clients understand their numbers, reduce unnecessary tax exposure, and make decisions that benefit not just their businesses, but their families and future generations. Entrepreneurship has been especially fulfilling for me—building and supporting businesses that deliver real, tangible value is work that feels deeply meaningful.
Education is a core part of how I serve. I love teaching clients why stewardship matters and how thoughtful planning can create freedom and clarity. I’m a graduate of Liberty University, where I earned a business degree, met my wife Nikki, and laid the foundation for the values that guide my life and work. We’re raising three children—Braylin, Tatum, and Dawson—who constantly remind me why faith, family, and responsibility matter. Those same principles shape every client relationship I’m a part of.