About Ward Advisory
Financial leadership built from real operating experience
Ward Advisory was founded by Tanner Ward to give established health and aesthetics business owners the financial visibility and decision support larger companies take for granted.
The Founder
Meet Tanner Ward
Tanner spent years inside large-scale financial operations before bringing that rigor to health and aesthetics businesses. His experience spans Amazon, healthcare finance, and private credit.
The result is CFO-level thinking designed for owners who have outgrown basic bookkeeping but do not need—or want—the cost and bureaucracy of a full internal finance department.
Ward Advisory turns financial data into practical decisions about pricing, staffing, capacity, cash flow, and profitable growth.
Relevant experience
- Experience inside Amazon, healthcare finance, and private credit—now applied to health and aesthetics businesses.
- Specialization in med spas, aesthetic practices, cosmetic surgery, dermatology, and dental practices doing $1M–$10M+.
- Direct senior-level access: the person doing the analysis is the person explaining the decision.
How We Work
Finance should improve the decision
Clarity before complexity
Financial reporting should make the next decision easier. Every model, forecast, and KPI has to earn its place.
Decisions, not report delivery
The work connects pricing, staffing, capacity, service mix, and investment decisions to their financial consequences.
Built around the owner
Ward Advisory provides CFO-level support without the overhead, jargon, or handoffs of a larger finance department.
Start with the financial question in front of you
Explore ongoing Fractional CFO Advisory, begin with the Financial Performance Diagnostic, or use a strategy call to determine the right starting point.