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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.
SECURE TOMORROW TODAY
SECURE TOMORROW
TODAY
A holistic approach to creating a strategic plan that works for you.
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
Social Security - Will it be there when you are ready to retire?
13 Jul 2018
The Trustees of the Social Security Trust Fund recently released their report to Congress, and the picture isn't pretty. For the first time in 36 years, they will have to begin drawing down their reserves to pay all beneficiaries. Without significant changes, the funds will be exhausted by 2034. In this podcast Randy discusses the implications of these revelations, and outlines some actions you should be taking now if you are planning to retire within the next decade.
Stock Buybacks - Are They Good or Bad?
1 Jun 2018
In December, 2017 the government passed a new tax bill that lowered the corporate tax rate. One of the big benefits of this reduction touted by the administration was the ability of US companies to plow the savings into increasd capital spending and wage increases for their employees. Fast forward to today, and there here has been an increase in capital equipment spending, but not nearly as much as expected. What has seen a sizable increase? Corporate stock buybacks. Share buybacks have averaged $4.8 billion per day. That's double the rate seen at this point in 2017, and expectations are companies will buy back $800 billion by year end - 50% more than last year and a new record. Does all this spending by companies to buy back their own stock benefit the individual shareholder? The answer is - it depends. In this episode we discuss this trend and point out the factors that make buybacks positive for investors.
4 Key Values When Investing
25 May 2018
These are the points of our core set of investing values. They’ve proven over the long term to be useful guidelines to increase the chance of achieving success for us, but they don’t have to match your set of beliefs. The key is to develop your own, and then stick to them. Having a set of guiding beliefs will help you avoid the risk of investing based upon emotion, which is rarely going to lead to success.
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Our Locations
LEESBURG
WINCHESTER
MIDDLEBURG
RICHMOND
CULPEPER
608 South King Street
Suite 200
P.O. Box 3307
Leesburg, VA 20177
703.840.0702
50 South Cameron Street
Winchester, VA 22601
540.545.8702
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
1100 Sunset Lane
Suite 1310
P.O. Box 1507
Culpeper, VA 22701
540.545.8702