Who We Are
We are fee-only, fiduciary and independent financial advisors with offices in Fairfax, Virginia. As both a CPA (Certified Public Accountant) and a PFS (Personal Financial Specialist) professional we have the experience, ethics and expertise to get the job done right.
Who We Serve
We serve a variety of clients including business owners, executives, retirees and near retirees, growing families, and experienced investors.
What We Do
We provide comprehensive financial planning and investment management solutions to help clients organize, grow and protect their assets through life's transitions. We offer all areas of financial planning including estate, retirement, investment and insurance and tax planning.
Why Clients Work With Us
We help our clients to simplify their financial goals, decisions and plans to achieve financial peace of mind so they feel confident in their future. Our clients are busy and work with us because they want to simplify and organize their financial lives. They understand that financial planning is complex, so they seek to work with someone they can collaborate with and trust.
How to Get Started
CPA/PFS Financial Planner
As a Certified Public Accountant (CPA) we are licensed by the state of Virginia and authorized to practice. We have also been awarded the Personal Financial Specialist (PFS) credential by the American Institute of Certified Public Accountants (AICPA).
The PFS credential is granted solely to CPAs with considerable personal financial planning education and experience. All areas of financial planning including estate, retirement, investment and insurance - have tax implications, and the CPA/PFS professional has the experience, ethics, and expertise to get the job done right.
Fee-Only, Fiduciary, Independent
As fee-only & fiduciary financial advisors we are never paid a commission of any kind and have an obligation to provide unbiased & trustworthy financial advice.
We are members of The National Association of Personal Financial Advisors (NAPFA) which is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.