ABOUT THE FIRM
We are an independent certified public accounting firm in Cincinnati, Ohio that provides tailored accounting services to give you wealth clarity. We combine the sincerity of a family office and the sophistication of a 40-year income management team to offer an extensive list of accounting and tax services with the quality and personal attention you would expect.
OUR SPECIALIZED TEAM IS HERE FOR YOU
Our team consists of CERTIFIED FINANCIAL PLANNERS™ and Certified Public Accountants (CPAs). Together, we deliver customized guidance and strategies based on your specific needs.
HOW WE PARTNER
The key to success is having a clear path forward. Before we jump to a solution, we first take the time to understand and clarify what you would like to uniquely achieve. Then we design a plan to get there. We support you from all angles on your financial journey to collectively maximize your wealth as a whole.