One strategy. Four connected disciplines.

Financial decisions rarely happen in isolation.


For business owners, taxes, investments, retirement, insurance, estate planning, and business decisions are deeply interconnected. We coordinate these areas within one financial strategy, so you can make decisions with the full picture in mind. 

Financial Planning

Bring your business and personal finances into one plan — cash flow, taxes, and the eventual exit — so you're not solving one at the expense of the other.

Investment Advisory

Build a disciplined investment portfolio around your business — because for most owners, the business itself is already the biggest investment in the room.

Accounting and Tax Services

Maintain accurate, timely financial records. Plan proactively for taxes. Make smarter decisions about how you run and grow your business. 

Insurance Solutions

Protect what your business depends on — from buy-sell agreements to key-person coverage — so one bad day doesn't undo what you've built.

We are

Independent.

Specialists.

Caring.

Responsive.

You enjoy

Clarity.

A plan for your future.

Financial wellness.

Time for what you love. 

Financial Planning

Our core focus areas are retirement and longevity planning, generational estate planning, and business exit planning. 

We work with you to design and implement comprehensive financial strategies tailored to your most important goals, overseeing the important details of your personal finances and proactively identifying opportunities to improve your overall financial picture.  ​

Accounting and Tax Services

We translate your financial data into clear insights, so you can make confident, informed business decisions while optimizing your tax position.

We help maintain accurate and timely financial records so you can confidently assess the financial health of your company and make informed business decisions. We also proactively identify tax-saving opportunities for you and your business.​

Investment Advisory

Beyond personal investments, we help implement and manage company retirement plans, including 401(k) and cash balance plans.

Our investment philosophy is rooted in time-tested principals supported by academic research. As fiduciaries, we are legally and morally obligated to ensure every investment decision we make is in your best interest, a responsibility we take very seriously. 

Are you a business owner? Do you ask yourself

Am I paying more in taxes than I need to?

Am I building wealth outside my business?

When can I afford to step away from the business?

Am I maximizing what my business is worth?

We specialize in helping business owners bring the many parts of their financial lives together—so business decisions, personal wealth, taxes, investments, and long-term goals all work toward the same plan.

Business owners are unique.

So, naturally, you need a unique advisor.

For starters, planning for retirement can be tricky for business owners because, unlike your friends who retire from corporate jobs, you can't just walk away from your work. You need a plan to exit thoughtfully, years in advance. 

Hire (and keep)
​rock stars
Offer 401(k) plans and other specialized benefit plans so your company stands out from the crowd. ​
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Tax Planning & Preparation

Tax laws are becoming more complicated every year. Beyond the annual tax preparation, we stay involved proactively year-round to identify tax saving opportunities and explore tax reduction strategies for your personal and business taxes.
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Financial Advisory

We help maintain accurate and timely financial records and provide clarity behind the numbers, making the information meaningful for you. We also help design and implement financial and tax strategies, and oversee important details of your personal and business finances.

Enjoy all the services we have to offer for simple and fair pricing

Investment advisory 
Pricing based on the percentage of the assets that we manage:​
     1.25% on assets to $500,000
     1.00% on assets between $500,001 and $5,000,000  
     0.75% on assets between $5,000,001 and $10,000,000
     0.50% on assets in excess of $10,000,000
Accounting services
​​Full accounting with monthly financial reporting, starting from $750 monthly.​
Tax preparation
Individual (Form 1040) – Starts from $2,500
Business (Form 1120/1120-S/1065) – Starts from $3,500 
Trust/Estate (Form 1041) – Starts from $3,000 ​
Insurance solutions
Commissions from an insurance company when a policy is placed. ​​

Start your road to financial independence here

Let's get your finances in order. We'll do the heavy lifting.
Financial Advisory
Maintain accurate, up-to-date accounting, and design financial and tax strategies to map out a path to financial independence. 
Investment Advisory
Eliminate the noise and build an investment portfolio grounded in time-tested academic research and discipline.
Tax Planning & Preparation
Proactively identify tax saving opportunities and explore tax reduction strategies for your personal and business taxes.
Insurance Solutions
Develop cost-effective strategies to safeguard against unforeseen events that could lead to financial collapse.
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Accounting & Advisory

We help maintain accurate and timely financial records and provide clarity behind the numbers, making the information meaningful for you. With reliable insights, you can confidently assess the financial health of your company and make smart business decisions. 

Minimize admin work

Managing a 401(k) plan doesn't need to be time-consuming or burdensome. We coordinate all the moving parts, so you don't have to be buried in the details. With high-touch service and modern technology, we can make it simple and easy for you. 
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Potential for Huge Tax Deductions

Our 401(k) plans are on a fee-only, fully transparent, open-architecture platform with highly evolved technology. They are thoughtfully designed and meant to help you compete with larger employers without extra hassle or cost. 

We do things differently, with purpose

Specialist vs. Generalist

Your needs and issues as a business owner are different from those of a typical corporate employee. For starters, the business you so diligently built has monetary value, so it would be worth your effort to monetize it. We specialize in planning for financial independence for small business owners like you.

Boutique vs. Corporate

By design, we built a boutique firm so we can remain intensely personal, nimble, and responsive. This frees us from self-serving corporate interests and agenda that do not align with your interests, so we can focus on needs and issues that are truly important and relevant to you, your family, and your business.

Human vs. Technology

Technology makes our lives easier. But unlike human advisors, it can't feel or understand (or care) about your most important goals or your deeply held values. We personally get to know you, your family, and your business. We take our time to learn what truly matters to you and what keeps you up at night.

Small business owners are unique, so naturally, you need a unique advisor

For example, retirement planning is tricky for small business owners because, unlike your friends who retire from corporate jobs, you can't just walk away from your business. You need to plan your exit years in advance. Work with an advisor who is well-versed in unique needs of small business owners like you.
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It's no surprise that people often prioritize workplace benefits when they look for a job.* You can stand out from the crowd in a competitive market by offering well-designed benefits.
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* According to a Pew Research survey, 76% of U.S. workers who were surveyed responded employer-sponsored 401(k) or other retirement program is extremely or very important. 

Workplace benefits to help you compete with the big guys

All of our plans are thoughtfully designed and meant to help you compete with larger employers without extra hassle or cost. We help you procure a cost-effective plan that meets your business needs and scales along with your growth.
Retirement plans
  • 401(k) plan
  • Profit sharing plan 
  • Cash balance plan
  • SIMPLE IRA
  • SEP IRA
Specialized benefits
  • Nonqualified deferred compensation plan
  • Supplemental executive retirement plan
  • Split dollar plan
  • Executive life insurance
  • Executive disability insurance