Although the principles that founded the accounting and investment professions haven’t changed much over time, the way in which we do business has. Our valuable clients expect and receive the best possible service.  They also get an accounting and financial firm that realizes that to be ahead of the curve, we need to offer the most modern and technologically advanced platforms and methods available to make getting needed services seamless in today’s ever-changing environment.  Combined with our extensive industry experience, we are at the ready to make your tasks and long-term needs in the areas of accounting and investment management easy and enjoyable.  Because of our commitment to integrative financial planning and long-term relationships, all clients with open investment accounts receive free individual tax preparation and filing service.  I very much look forward to earning your business and working with you.

Brian Eddy, MBA, CFA, CFP(R)