What Makes Us Different?

There’s no shortage of firms for you to choose from. Our ability to fully integrate your tax planning and investment management is what makes us unique.

Limited Number of Families

We purposely work with a limited number of families, most of which are local here to Danville and the surrounding communities. That allows us to take the time to fully understand your financial situation and help you make better planning decisions.
Year-Round Tax Planning

We don't wait until April 15th to do tax planning. We work with clients to create mock tax projections throughout the year so they know not only what to expect come April 15th, but also what can be done before the end of the year to lower their tax bill - does your existing CPA do that?
Our Sister Firm

Partnering with our sister company, Summit Tax Planning, means if we recommend a tax reduction strategy such as setting up certain financial instruments and you need help implementing that recommendation, all the help you need is right next door.