About Us
Your finances should work for you — not the other way around. At P&O Financial Services, we deliver clear, practical solutions so you can focus on what matters most.
P&O Financial Services was co-founded by Mary Potts, CPA, and Jide Obinegbo.
At P&O, we understand that behind every balance sheet, tax return, or financial plan is a story — your story. With decades of combined experience in accounting, finance, and business leadership, we help individuals, families, and businesses simplify the complex and make confident financial decisions.
Our backgrounds span Big 4 public accounting, corporate finance leadership, and real-world business ownership and investing. We’ve worked with a wide range of clients — from high-net-worth individuals and family offices to growing businesses and start-ups — and we know that no two situations are the same.
What sets us apart is the ability to pair deep technical expertise with a practical, hands-on approach. Whether you’re navigating tax planning, managing investments, growing your business, or simply seeking clarity around your finances, we create strategies that fit your goals and your life.
At P&O Financial Services, we believe in building lasting relationships, offering trusted guidance, and delivering solutions that bring both peace of mind and forward momentum.
Disclaimer : This firm is not a CPA firm.
Meet Founders
Jide Obinegbo
Co-Founder, P&O Financial Services
Mary Potts, CPA
Co-Founder, P&O Financial Services
Ready to Gain Financial Clarity?
Stop letting complex numbers slow you down. Partner with P&O Financial Services and get the expert support you need to simplify, grow, and move forward with confidence.
