Broker Check
Joe Averett, CPA, CFP®

Joe Averett, CPA, CFP®

Financial Advisor/Partner

Born and raised in Waxahachie, Joe is a seasoned professional with a strong background in accounting and financial planning. He holds a Bachelor of Accounting from the University of North Texas and is a Certified Public Accountant (CPA). With a deep commitment to his craft, Joe furthered his expertise by earning a Master of Taxation from the University of Texas at Arlington. In 2016, he successfully completed the CERTIFIED FINANCIAL PLANNER™ practitioner program through the College for Financial Planning.

Over the course of his extensive career, Joe has gained valuable experience in tax preparation and planning. He began his journey at BDO Seidman, LLP in Dallas, refining his skills in the field. Prior to establishing Averett Financial, LLC, Joe spent several years working in the tax department at Alcon Laboratories, Inc. in Fort Worth. With a passion for assisting clients in achieving their financial goals, he founded Averett Financial in 2013. As an active member of the Texas Society of CPAs, Joe stays abreast of the latest industry developments and best practices. He also draws inspiration from listening to the Dave Ramsey radio show.

In his personal life, Joe finds joy in his strong family bonds. He and his wife, Sara Averett, reside in Aledo with their two children. Together, they actively participate in their community and attend Christ Chapel Bible Church. Joe and Sara have engaged in various volunteer initiatives, such as Christ Chapel's pre-marriage mentoring program, the Choose Life 5K, Crown Financial Ministries, Mayfest, and other service projects.

Beyond his professional and community endeavors, Joe leads an active lifestyle. He has achieved several marathon milestones, including the prestigious Boston Marathon. Joe also enjoys engaging in competitive indoor and outdoor soccer, as well as pursuing outdoor activities like hiking and skiing. An avid fisherman, he is always on the lookout for that elusive "big catch!"

With a wealth of knowledge, unwavering dedication, and a genuine passion for helping others, Joe is an exceptional financial professional. He combines his expertise with a personable approach to guide clients toward their financial goals and aspirations. Whether you're seeking comprehensive financial planning or reliable tax advice, Joe is equipped to provide you with the highest level of service and support.