Overview

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Value: Worth. Merit. Utility.

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We are a self-directed, independent financial advisory firm. Our professionals are craftsmen who are dedicated to the mastery of their respective fields. All are lifelong learners, passionately drawn to the emerging theories that are shaping modern finance, accounting and business theory. As a smaller firm, we are completely focused on providing best-in-class service to our clients. In delivering on that promise, we anchor our proposition to what our clients value most – our expertise, responsiveness, and our intimate knowledge of and involvement with each and every engagement.

We understand that in our dynamic niches, expertise is constantly eroding. In addition to maintaining the highest credentials, we invest substantial time in education, discourse, and collaboration with other professionals in order to provide the most timely and reliable solutions for our clients.

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