Connect.
Plan.
Grow.

We understand that you and your family have questions about finances.
We combine financial planning with tax planning strategies that real people can use.

Our Certified Financial Planners™ (CFP), Wealth Managers and Certified Public Accountant (CPA) work as a team to look at your financial life with a fresh approach. We won’t outsource your tax planning, we integrate tax considerations into your overall plan.

Let’s connect to create a plan that grows with you.

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Who We Serve

We are at our best when we are working with:

  • professionals growing a small business and accumulating wealth
  • empty nesters looking forward to travel & retirement
  • business owners that are looking to sell or retire
  • grandparents that want to leave a legacy
  • families experiencing life events

How We
Work Together

From our initial meeting together, we work closely with you every step of the way to develop the most appropriate course to plan for your future.

Young business woman standing with arms crossed
Bill Mike Marc Group Standing Crop

Who We Are

As part of the Bridge & Branch family we offer connection and accessibility to expert financial resources. We work as a team and take pride in our responsive approach, meeting you where, when and how it works best for you.

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