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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
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.
Investing with a Value Philosophy
15 May 2018
Over the last 12-18 months, the value style of investing has underperformed the growth style, but on a longer term basis, there are numerous studies that have shown value performs best, and with less risk. Why do you think that is the case?
Short Term Sentiment and Long Term Value
30 Apr 2018
In today's podcast we examine the drivers of market direction in both the short and longer term time frames. Factors like earnings and economic growth, interest rate direction and valuation influence the patterns we see in the equity market over multiple cycles. However when you are looking at very short term timeframes, these factors often are relegated to the back seat in favor of emotion and momentum. We will discuss several indicators of short term sentiment released last week that seem to point to the potential for a near term move higher. For those with a longer term preference, we'll discuss the fundamentals of a sector where we currently find some value.
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CLEAR FORM
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