Optimize With Confidence. Lead With Impact.
Your Journey to Well Done™ starts with clarity, alignment, and a plan built for what matters most.
Journey to
Well Done™
starts now.
As a leader, you are driven to succeed and want to do well. Let us help you influence your world for good.
OUR TRUSTED, STRATEGIC WEALTH MANAGEMENT NETWORK
Just a few pivotal decisions could change everything
You’ve worked hard to get to this point. However, moving from where you are now to achieving your “well done” may require a new approach.
Good Advice Shouldn't
Be Hard
By integrating robust tax services, financial planning, and investment management services, we help you discover new ways to solve problems and make a positive impact.
The real problem? Life.
Juggling business demands, watching your kids get older, and helping aging parents while navigating financial questions mostly alone.
We listen carefully, honoring your story, and helping you avoid irreversible mistakes so you can move forward.
Purpose-driven for over 30 years
For over 30 years, our mission has been to serve people: helping individuals and businesses thrive through financial clarity.
Through a purpose-driven approach to financial planning, we help you invest well and do well.
Optimize
my business
Built for owners who want to secure their business, reduce risk, and free up capacity to focus on what (and who) matters most.
Business Optimizer
Essential Tools For Growth
To serve business owners leading with impact, we created Business Optimizer™ Essential Tools For Growth — an exclusive program designed for successful owners who are driven to succeed and want to do well.
Optimize My Business Delivers
Coordinated Expertise. Clear Direction. Values-Driven Strategy.
Optimize My Business brings together the disciplines most owners try to juggle on their own.
Strategic Business & Personal Planning
Align your business goals, personal finances, and family priorities so you’re not building one at the expense of the other.
Advanced Tax & Cash-Flow Strategy
Work with planners and tax professionals to design proactive strategies to lower tax drag and unlock capital for growth, security, generosity, or a future exit.
Integrated Investment & Risk Management
Coordinate business liquidity, retirement accounts, and personal portfolios—so you know where every dollar is working and why. Values-aligned options are available for owners who care how their capital affects others in the world.
Transition & Exit Readiness
Explore what’s next: keep, grow, transition, or sell. We help you think through timing, structure, employees, family, and legacy so you’re not forced into rushed, irreversible choices.
Business Services Team
Your Journey to Well Done™
1
Map Your Journey
For you, mapping might be a conversation that helps you see the path or a complete a plan that gets you to Well Done.
2
Reach Your Goals
We measure success by the impact our clients gain when they reach their goals.
3
Experience Well Done
Creating legacy and impact is a life giving process that our clients experience on every step of the journey.
Frequently Asked Questions
What services do you offer?
We bring everything under one roof so your financial life works together:
- Investment Management — Including values-aligned portfolio options
- Financial Planning — Our COMPASS process to map your path forward
- Insurance Solutions — Mitigate risk for your family or business
- Tax & Accounting — Coordinated advice for individuals and businesses
Your advisor will listen first, then suggest solutions for your situation.
How can I schedule a consultation?
Easy. Schedule a complimentary Discovery meeting with an advisor.
Pick what works for you:
- Book online here.
- Call us at (301) 846-9336
If you haven’t spoken with an advisor, you will need to schedule a Discovery Meeting
which is usually brief and by phone or video call — whatever’s most comfortable for you. This is simply about getting to know you and finding out if there’s alignment with our services.
How do I prepare for my first meeting with an advisor?
The advisor’s goal is to get to know you to see how we may be of service. To do this, we need to understand your situation and your concerns. Your advisor may also suggest that you bring particular documents to the meeting (i.e., recent investment statements or tax information) or send them securely in advance. We’ll guide you through what’s needed and when.
How do you charge for your services?
It depends on the service. Common fee structures include:
- Flat fees for planning projects
- Hourly fees for specialized tax or business work
- Percentage-based fees for investment management (fees are on a sliding scale
based on assets under management)
We’ve been transparent about fees for over 30 years—no surprises. The Discovery Meeting is always complimentary.
What is your investment philosophy?
We focus on quality businesses built for long-term value—not hot tips or shiny objects. We monitor holdings for performance and adjust investment portfolios as needed.
We also offer Stewardship Portfolios for clients who want their investments aligned with their values. These portfolios screen for companies committed to ethical practices and human dignity—because for many people it does matter where your money goes.
How do you keep my information secure?
Your data is protected with advanced encryption, continuous monitoring, and multilayered security. We also verify any unexpected requests before funds move. You can trust that your information—and your assets—are safeguarded.
Can you help with tax planning?
Yes. Our in-house Tax & Accounting team works alongside your advisor so that every financial decision is viewed through a tax lens. The goal: minimize what you owe, maximize what you keep, and stay fully compliant in the process.
Do you offer retirement planning?
Absolutely. Whether you’re approaching retirement or already there, we help you answer the big question: “Will I have enough?” We can’t answer that without really understanding what “enough” means to you. A tailored plan considers your goals, timeline, and solutions to any threats to success.
What is a financial plan and why do I need one?
A financial plan gets everything out of your head and onto paper—your goals, your resources, your concerns, your “what ifs.”
Our COMPASS Financial Plan uses your actual data (not generic assumptions) to create a realistic, cash-flow-based projection. It adapts as your life changes. And with our Tax & Accounting team under the same roof, even complex situations get handled efficiently.
Do you have the experience to help me?
We’ve been doing this for over 30 years. Our team includes financial planners, investment managers, insurance specialists, accountants, and tax professionals—all working together.
More importantly, we hire people who care. We’re not just subject matter experts—we want to be people experts. If your situation requires something outside our scope, we have a trusted network of specialists ready to help.