WHY US?
How are you unique and different to other firms?
No MORE TAX and ADVISOR Middle MAN
The number one reason clients tell us they choose us: No more being a middle-man between your advisor and CPA. From our experience things are missed a lot. Time is wasted. Clients are frustrated. This way you know you are saving more time and money. Plus, it feels better integrating every area of your financial life.
Depth & Equitable pricing.
More often than not, our clients already have a great foundation. But missing so many details that add up. A lot. A lot can do the work. They don’t want to. They want someone they can trust. Someone specialized for their siltation.
They want detailed planning, and fair pricing. Personalized recommendations, not cookie-cutter print outs.
FIDUCIARY, ALL THE TIME
Yes! It’s frustrating we have to put this in writing. Still. But not all advisors are required to act in your act best interest every time. So no, we can’t (and don’t) earn commissions. We don’t sell any products. We only get paid by you. We have your back. All the time.
Highly Credentialed: CFP, CPA, and CFA
There are over 200+ different financial designations. Many designed for marketing. Few built with rigor.
We have the three most recognized industry credentials: CFP, CPA, and CFA.
The most sought after and used credential in the world of tax. Minimum 150 credit hours from an accredited institution with a concentration in accounting, or five years of study.
Completion of 40 hours of continuing professional education (CPE), each year. Only 23% of financial advisors have a CPA.
Completion of 40 hours of continuing professional education (CPE), each year. Only 23% of financial advisors have a CPA.
Only 12% have a Master’s in Taxation.
The gold standard for financial planning expertise.
An 18 month comprehensive college-level program of study reinforced with mandatory 30 hours of continuing education every 2 years. Only 28% of all financial advisors have a CFP.
The highest distinction in the investment management profession that is recognized globally.
A 3 year self-study graduate level program that is the most competitive financial designation to attain. Only 5% of all financial advisors have a CFA designation.
There are only 200,000 Charterholders in the world.