Meet Venus Bynum
(Formerly Venus Moore)
As a Certified Public Accountant and financial services professional, I have dedicated my career to helping individuals, families, and organizations make wise, informed financial decisions. Since 2008, I have proudly served the Charlotte Metro area with integrity, providing comprehensive tax, bookkeeping, and financial planning services. I am passionate about teaching people how to build practical budgets, reduce debt, and grow their savings to achieve long-term financial stability.
In 2025, my journey expanded both personally and professionally, marking a new chapter of growth and alignment in my work. During this time, I broadened my focus to provide holistic financial planning that supports the full financial lives of my clients. My firm now offers retirement planning, insurance solutions, and educational seminars designed to empower our community with the knowledge and tools needed to build generational wealth.
Our mission is to bring accessible, high-quality financial planning to individuals and families—particularly those who have historically lacked access to trusted financial guidance—so they can make confident decisions and create lasting financial security.
Outside of work
In addition to my professional work, I am deeply committed to community involvement. I proudly serve as a board member for the Girls on the Run Charlotte chapter and actively volunteer through my church, finding joy in giving back and supporting others.
Outside of work and community service, I pursue my love for dance and fitness. I discovered Urban Ballroom dancing in 2020 and have since expanded my skills to include Chicago Step and DFW Swingout. I also enjoy running, hiking, reading, and traveling, always seeking new opportunities to grow and connect with others.
Explore Services
Tax Preparation
Professional tax return preparation for individuals, businesses, and estates, plus audit defense and identity theft protection for added peace of mind.
Financial Planning
Personalized strategies to help you budget, save, and plan for retirement, all tailored to meet your current needs and long-term financial goals.
Insurance & Annuities
Independent life insurance and annuity solutions designed to protect your family, build wealth, and create lasting financial security.