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Who We AreOur Values
ACCOUNTABLEWE ARE ACCOUNTABLEWe are committed to building accountable and longstanding relationships. We are transparent and tell our clients exactly what they can expect from us as their wealth and tax advisors.
INDEPENDENTWE ARE INDEPENDENTWe are a boutique, privately owned, independent firm, beholden to our clients.
COMMUNITY MINDEDWE ARE COMMUNITY MINDEDWe are blessed to support numerous non-profit charities by giving of our time, talent, and treasures.
FIDUCIARY INTEGRITYWE DO THE RIGHT THINGAs Fiduciaries, we act with integrity and put our clients first.
LONG TERM PLANNINGWE THINK FOR THE LONG-TERMWe engage in a thoughtful decision-making process and believe that time tested core principles should drive our actions.
EXCELLENCEWE STRIVE FOR EXCELLENCEWe make the extra effort, practice continuous improvement, and stay sharp by ongoing education, training, and mentoring.ABOUT USFAQ
PartnersOur strategic alliances.