Our firm is aggressively growing. We are an integrated practice that offers multiple lines of services: financial planning, investment management, 401k management and individual and small business tax preparation and planning. We are a group of CERTIFIED FINANCIAL PLANNER™ professionals with a Certified Public Accountant on board. Many of our clients utilize all or several lines of our services. We are looking to bring on other professionals who share our core values and want to deliver exceptional service but would enjoy a more ensemble approach. We have access to a strong technology offering that really helps streamline our efficiencies and processes.