Overview

About Us:

Experienced and Diverse Team: Our practice includes a small team of seasoned professional advisors, with expertise in supporting small businesses and the families behind them. Our in-house capabilities include a skilled CPA team, an advisory team, and a variety of specialty legal resources, all geared toward serving high-net-worth (HNW) clients and business owners. We have spent the majority of our time over the past 4 years building out our accounting team, we are now focused on driving support to our advisory team.

Professional Management: Our advisory operations are professionally managed by a reputable firm based in Maryland, ensuring seamless and efficient service delivery. Our principals are strategically located in Cleveland, Ohio, and Fort Wayne, Indiana, allowing us to cover a broad geographic area.

Client-Centric Philosophy: We are driven by the success of our clients. Our areas of focus include income, estate, and capital gain tax planning, combined with independent financial advisory and insurance solutions. We pride ourselves on providing comprehensive and personalized financial strategies.

Why Partner with Us?

Dynamic Leadership: Our principals, in their 40s, bring energy and a forward-looking perspective to our practice. We are well-positioned to continue our growth trajectory and adapt to the rapidly changing regulatory environment.

We understand that successful succession planning is about more than just numbers. Personality is what truly moves the dial - we're happy to host a round of golf and learn more about you and your goals & objectives.


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