Certified Public Accountants and Financial Advisors

A Fee-Only Registered Investment Advisor

Our Services

Investment Advisory Services & Personal Financial Planning

  • Fee-Only Investment Advisory Services (using no-load mutual funds and exchange traded funds). Click here to view our Form CRS Customer Relationship Summary and Form ADV Part 2 Firm Disclosure Brochure.
  • 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
  • Dimensional Fund (DFA) Advisor (www.dfaus.com). 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

Accounting & Consulting Services

  • Preparation of financial statements and analysis of business operations and trends
  • Monthly and quarterly computerized accounting and payroll services
  • Assistance with start-up businesses as well as mergers and acquisitions
  • QuickBooks™ Professional Advisor