About Us
Values That Drive Our Firm
When Candice founded Regan Advisory, she set out to create a firm that operates differently—one grounded in the principles and values that matter most to business owners. That commitment to a value‑driven culture is the foundation of our high‑caliber service and the reason clients trust us as long‑term strategic partners.
â–º Excellence as the Standard: We deliver work that meets the highest professional and technical benchmarks.
► Client Success as Our Priority: Your goals, growth, and long‑term stability guide every decision we make.
â–º Challenge as an Opportunity: We approach complex issues with confidence, rigor, and creativity.
► Innovation Backed by Insight: We bring analytical precision and forward‑thinking solutions to every engagement.
â–º Professionalism and Resilience: We operate with discipline, agility, and unwavering focus—especially when it matters most.
► Trust Through Consistency: Our reliability and follow‑through set the tone for strong, enduring partnerships.
â–º Integrity at the Center: We hold ourselves to the highest ethical standards in every interaction and recommendation.
Our Promise to Every Client
When you partner with Regan Advisory, you gain the confidence that comes from having a seasoned, executive‑level advocate who understands the distinct challenges and opportunities within your industry. We work alongside you to identify the strategic pathways that drive sustainable profitability and long‑term success.
​
To support your flexibility, we provide services on a month‑to‑month basis—ensuring that our value is continually demonstrated. If at any point you feel we are not contributing meaningful growth to your bottom line, you have the freedom to step away, entirely risk‑free.
How We Work With Clients
Schedule An Initial Consultation.
Where we learn about your specific needs.
Review and Accept Proposal.
For only the services you want and need.
Begin On-boarding and Services.
We aim to make an impact from day one.
Gain Financial Clarity and Strategically Plan for Growth.
We provide insight into how your business is performing and help plan and track targeted objectives.
Grow Your Business.
We provide the insights you need to propel significant and sustained growth. Our goal is to become your long-term trusted advisor.
