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.
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
8100 Sandpiper Cir
Suite 308
Baltimore, Maryland 21236
443.725.5395
Suite 308
Baltimore, Maryland 21236
443.725.5395
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
3110 Fairview Park Dr,
Suite 1100,
Falls Church, VA 22042
703.237.2500
Suite 1100,
Falls Church, VA 22042
703.237.2500
1320 Central Park Blvd.
Suite 405
Fredericksburg, VA 22401
Suite 405
Fredericksburg, VA 22401
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
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
50 South Cameron Street
Winchester, VA 22601
540.545.8702
Winchester, VA 22601
540.545.8702