Expertise

Not all advisors are created equal.

All of our senior advisors are Certified Public Accountants and/or Certified Financial Planners - The Most Trusted Advisors to most families.

In addition our senior advisors hold Masters Degrees in Financial Planning and/or Taxation and some are Personal Financial Specialists (the equivalent of Board Certified Physicians for CPAs who practice Financial Planning) and Certified Financial Planners™ (CFP®); two of the most preeminent designations within the industry for professionals with comprehensive broad based training (and continuing education requirements) in all areas of financial planning.  Our senior advisors also hold designations as Accredited Estate Planners.

Coupled with over a century of real-life experience in practice, we are highly qualified to meet your evolving needs.