Sarah N. Reames, CPA, PLLC is a financial services firm based in Matthews, North Carolina, focused on helping individuals and families make informed decisions about their financial well-being. The firm emphasizes personalized guidance, clear communication, and strategies shaped around each client’s values, current needs, long-term goals, and tolerance for risk. Its approach begins with organizing a client’s financial life, then considers risk and the financial landscape, with progress monitored over time.

The firm’s listed areas of support include financial planning, investment, retirement, estate, insurance, tax, money, and lifestyle topics. It also provides educational resources, tools, tax information, and a client portal. The team aims to help clients understand their options, make prudent financial choices, and address major financial concerns through an ongoing advisory relationship.

Sarah N. Reames holds CPA credentials and lists Series 6, 7, and 65 registrations. Securities are offered through registered representatives of Cambridge Investment Research, Inc.; advisory services are offered through Cambridge Investment Research Advisors, Inc. The firms are not affiliated.