Certified Public Accountants and Financial Advisors

A Fee-Only Registered Investment Advisor

Our Services

Click here to view our Investment Advisory and Wealth Management Services

Investment Advisory Services & Personal Financial Planning

  • Low Cost, Fee-Only Investment Advisory Services (using no-load mutual funds and exchange traded funds).
  • Personal Financial Planning and Investment Analysis
  • Risk Tolerance and Asset Allocation Planning
  • Retirement Planning Analysis
  • Lifetime Income Planning
  • College Funding Analysis and Planning
  • Pension and IRA Rollovers
  • We are a low cost Dimensional Fund (DFA) Advisor (www.dimensional.com/us-en/individual). Our firm primarily utilizes DFA funds, which provide global investment solutions with state-of-the-art portfolio design and trading. These world class funds are only available through approved fee-only advisors like ourselves, and not available to the general public. In combination with Dimensional Funds, we offer a new model of investing based on financial science and engineering, decades of academic research, and not on speculation or market timing. Click here for more information.

Tax Services

  • Income tax planning and return preparation for businesses and individuals
  • Assistance with entity selection for businesses and real estate holdings
  • Formulation of estate and gift tax strategies and estate planning
  • Planning for required minimum distributions
  • Roth IRA conversion analysis
  • Mergers and acquisitions/Sale of Business