Growth Partnerships, OSJ Services, Succession & Acquisitions

For nearly 4 decades we have existed with one purpose: to help clients lead lives of purpose. As CPAs and wealth managers, we have the unique position of being a turn-key and truly holistic financial planning and management firm. Our clients use us as their “family office”, where integrated wealth management, tax preparation, and financial problem solving is all done under one roof. This holistic model puts our clients in the best position, and provides a unique opportunity for other advisors to be a part of our process.

We are continually looking for opportunities to partner with advisors either looking to enhance their practice, or acquire the right practice with an owner looking to transition into their next stage of life. We also partner and assist with succession planning, continuity planning (as an OSJ, consultant, or outsourced money management), and with firms looking to take the next step in their growth. Our firm has experience helping to build, streamline, and maximize existing businesses to realize their full potential, for the betterment of clients and advisors.

Our Commitments

  • Our desire is to help you make the most of your business. You’ve built your practice, and we want to help you sustain and grow it.

    Whether you want to work for another 1 year, 3 years or 20 years, our job is to help you maximize your opportunities for your next phase of life.

  • We’ve built our business by treating clients like family. Your clients that we assist you in serving, or those we take on via acquisition, will receive the highest quality of service, attention and care.

    We maximize client retention through a commitment to communication and tireless creation of value.

  • We show our commitment to honoring what you’ve built not only through our financial contribution in a potential acquisition, but by also helping you continue and increase your commitment to your clients.

    We do this by enhancing service procedures, improved investment returns, additional services, and strengthening personal connections.