We Are BNA 
Est. 1991
Founded by Larry Vitez over 25 years ago, Consolidated Investment Advisors joined forces with BNA CPA in 2018 and was renamed BNA Wealth. Coming from a family of entrepreneurs, Larry grew the business to what it is today by helping individuals and businesses with an array of financial services. Our focus has always been and will remain on doing what is best for our clients.
With a centralized office in Rock Hill, BNA serves from the heart of the York County community, helping clients from Fort Mill to Charlotte and beyond.
Services
BNA Wealth provides investment, retirement, insurance, estate, and tax advice to individuals, families, and business owners in every stage of life.
Going Strong
Beyond trusting our qualified team to provide exceptional services, individuals and businesses count on us to stay up to date on the most current laws, regulations and technology.
Over the last three decades, we have built hundreds of valued relationships along the way. Contact us today to learn how we can take financial planning off your plate so you can get back to the important things in life.