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REDEFINE YOUR FINANCIAL FUTURE
REDEFINE
YOUR FINANCIAL FUTURE
Proactive & open communication between your tax & financial professionals.
 CONQUER THE COMPLEX
CONQUER THE COMPLEX
Connecting comprehensive financial planning with a tax-efficient approach to investing.
Who We Are

We are an independent, CPA-based, group of financial advisors, financial planners and accounting and tax professionals that recognize our clients’ needs extend far beyond the confines of traditional tax preparation, financial planning and investment management. We believe that proactive and open communication between your tax and financial professionals is critical to helping you achieve your long term financial goals. Clear communication between your professional partners is the only way to help ensure your tax, estate and investment planning needs are aligned with your objectives. Working together, we examine our clients’ entire financial picture.

You Are Why We're here
Individuals & Families
Businesses & Associations
Retirement Plan Administration
Our Services
Financial Planning
Wealth management and financial planning are investment advisory disciplines that incorporate a number of services for individuals and families seeking wealth protection and growth.
Wealth Management
Our asset management services for Virginia investors provide you with support for your financial resources so you can continue to accumulate and safeguard your assets.
Transition & Succession Planning
With our risk management service team at your side – including defining the plan, making all team members accountable, and choosing the right people – you can focus more of your efforts on core business.
We don’t invest your money without a comprehensive plan that you will understand, believe in and can follow.
Randy Beeman
I believe that everyone should be "financially fit." That's why I help clients understand their entire financial picture and plan for where they want to go.
Adrian Taylor
News
Is there a Recession coming…or is it already here and we just don’t know it yet?
29 Jul 2022
There has been a lot of chatter recently about whether we're headed for a recession or not.
The Perils of Too Much Credit Card Debt
29 Jul 2022
As the level of inflation increases, and the cost of nearly everything rises, recently there have been numerous stories in the press citing the increasing level of credit card debt by American consumers.
Rebalancing Your Portfolio
29 Jul 2022
It’s a good idea to periodically check the allocation of your investment portfolio to ensure it accurately reflects your objectives and risk tolerance levels.
Let's Talk





    CLEAR FORM
    Our Locations
    BALTIMORE
    CULPEPER
    FALLS CHURCH
    FREDERICKSBURG
    LEESBURG
    MIDDLEBURG
    RICHMOND
    WINCHESTER
    8100 Sandpiper Cir
    Suite 308
    Baltimore, Maryland 21236
    443.725.5395
    1100 Sunset Lane
    Suite 1310
    P.O. Box 1507
    Culpeper, VA 22701
    540.545.8702
    3110 Fairview Park Dr,
    Suite 1100,
    Falls Church, VA 22042
    703.237.2500
    1320 Central Park Blvd.
    Suite 405
    Fredericksburg, VA 22401
    608 South King Street
    Suite 200
    P.O. Box 3307
    Leesburg, VA 20177
    703.840.0702
    6 South Pendleton Street
    P.O. Box 467
    Middleburg, VA 20118
    540.545.8702
    9954 Mayland Drive
    Suite 2300
    Richmond, VA 23233
    703.840.0702
    50 South Cameron Street
    Winchester, VA 22601
    540.545.8702