REDEFINE
YOUR FINANCIAL FUTURE
Proactive & open communication between your tax & financial professionals.
CONQUER THE COMPLEX
Connecting comprehensive financial planning with a tax-efficient approach to investing.
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
My goal is to remove ‘someday’ from people’s financial vocabulary; because it often never arrives. We build financial plans that empower our clients’ to let 'someday', become yesterday.
JT Trimble
News
Corporate Stock Buybacks
20 Aug 2018
As a value investor, one of the metrics I often look at when analyzing a particular company is whether the company management is acting in a “shareholder friendly” manner. Part of that analysis involves looking to see if they have bought back stock over the years – and what valuation level they paid.
Recent Volatility in the Investing World
28 Jul 2018
Equity markets continue the trend of increased volatility that started in late January. The S&P 500 has already seen more than 4 times the number of 1% up or down days so far in 2018 than it saw in all of 2017! The heightened volatility can’t be pegged to just one or two reasons – there have been a mixture of earnings surprises, Fed uncertainty, rising inflation, rising interest rates, higher priced oil, and recurring geopolitical concerns that have been the “headline” drivers of the swings.
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.
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CLEAR FORM
Our Locations
608 South King Street
Suite 200
P.O. Box 3307
Leesburg, VA 20177
703.840.0702
Suite 200
P.O. Box 3307
Leesburg, VA 20177
703.840.0702
50 South Cameron Street
Winchester, VA 22601
540.545.8702
Winchester, VA 22601
540.545.8702
6 South Pendleton Street
P.O. Box 467
Middleburg, VA 20118
540.545.8702
P.O. Box 467
Middleburg, VA 20118
540.545.8702
9954 Mayland Drive
Suite 2300
Richmond, VA 23233
703.840.0702
Suite 2300
Richmond, VA 23233
703.840.0702
1100 Sunset Lane
Suite 1310
P.O. Box 1507
Culpeper, VA 22701
540.545.8702
Suite 1310
P.O. Box 1507
Culpeper, VA 22701
540.545.8702