CPA | Registered Investment Advisor

We are a boutique CPA firm and Registered Investment Advisor serving clients in the Lehigh Valley and beyond. We’ll create a financial strategy for today and the future that’s flexible enough to change along with you, no matter what life brings your way.

For Individuals

We’ll make sure your taxes are filed correctly, then create a plan for what to do with the money you’re saving.

Tax Planning & Preparation

Estate & Gift Strategies

Financial Planning

Wealth Management

For Businesses

We offer bookkeeping, payroll, CFO services, and retirement solutions for businesses of all sizes.

Bookkeeping & Accounting


Fractional CFO

Retirement Solutions

We help our clients grow by providing best-in-class advice

Our initial consultation is always free. Let's discuss your needs and get started.
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Insights From Us

Selected blog posts on taxes, business accounting, and more