Our core values express our responsibilities to our clients, colleagues, and community:
We will act with honesty, independence, fairness, and sincerity.
We will devote our effort, expertise, and resources to serving our clients.
We will keep our promises and act with urgency.
We will be open-minded and seek proven and innovative solutions.
Our judgment will be well-informed; our knowledge will continue to grow; our work product and our impressions will meet the highest standards of professionalism.
Our purpose is to improve results and enjoyment for our clients; in wealth, freedom, opportunity, philanthropy, and peace of mind.
As Certified Public Accountants and Certified Financial Planner® advisors, we are accountable to the Code of Ethics of both the American Institute of Certified Public Accountants and the Financial Planning Association.