CPA, CFP® FIDUCIARY FINANCIAL ADVISOR

The clarity, confidence and peace of mind you’ve been looking for.

Less time thinking about money.

We do this by providing fiduciary, fee-only financial planning, investment, retirement planning and tax services.

Partner with a CPA & CFP® professional to get your financial house in order.

Gain clarity with a customized, step-by-step roadmap on how to achieve your goals.

A focus on a diversified portfolio that is in sync with your financial goals.

Expert advice on transitioning to the next phase of life. Social Security, Medicare, income planning, and more!

Savvy, forward-thinking planning to help you save on taxes today and in the future. All from your friendly, neighborhood CPA.

You’ve come to the right place if…

You don’t have the time, energy or resources to DIY.

You need help staying on track and doing what needs to be done.

Your finances have become more complex due to life events or job changes.

You find yourself anxious or unsure if you’re doing the right things with your money.

You’ve got plenty of options when it comes to choosing a financial advisor.

Here are a few reasons why you might like working with us.

When it comes to your money, who would you rather get advice from?
Someone trained in the latest sales tactics,
or…
Someone educated, credentialed, and experienced in the field of personal finance? 🤔
Reach your goals with the help of a CPA and CERTIFIED FINANCIAL PLANNER® professional.
Don’t be fooled: bigger doesn’t necessarily mean better.
We have the tools and resources of a large firm, but intentionally stay small in order to serve clients the way they deserve.
No 1-800 numbers. No waiting on hold. An advisor who you know, and who knows you.
Say goodbye to the intimidating, stuffy pinstripe suits.
Money is a serious topic, but we believe real financial advising only happens when there is open, honest, and transparent communication between all parties.
Enjoy an environment that’s more like having coffee with a long-time friend, and less like being sent to the principal’s office.
“No one can do everything, but everyone can do something.” - Max Lucado
We are committed to using the resources we’ve been blessed with to help others in need - be it financial support to charities & causes we’re passionate about, to pro bono planning services for those who need it the most.
In other words, we care more about trying to make a difference than trying to make a bajillion dollars. 🫶