Welcome to our Blog! Take a minute to scroll through the various topics and gather insights from our financial advisors on numerous subjects such as investment management, personal finance, tax advisory, ESG investing, and much more...

Health Savings Accounts: A Triple-Tax-Free Retirement Benefit

Author: Philip Weiss | June 07, 2021

Note: This is an updated version of this blog: Health Savings Accounts:...

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What is ESG investing?

Author: William Bevins | July 20, 2021

There are several different options to build your portfolio through...

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How Long to Keep Financial Documents -- Some Guidelines

Author: Philip Weiss | July 05, 2021

Note: This is an updated version of this blog: How Long Should You Keep...

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Two Categories of Advisors

There are two categories of advisors: Investment Advisors and Tax & Accounting Advisors. These categories complement one another and are the basis to proper financial planning.

Investment Advisor

Investment Advisor

An investment advisor helps guide your investments in “Wall Street” related instruments such as stocks, bonds, mutual funds, and exchange-traded funds (ETF’s). They may also assist you with your financial, college, and retirement planning needs. Knowing you have the right financial plan makes life a little less uncertain and equally, a little more pleasurable to live.

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Tax & Accounting Advisor

Tax & Accounting Advisor

Many investors depend on the valuable services provided by a tax and accounting advisor. Making sure you don’t pay any more taxes than necessary keeps more money in your investment account, where it will continue to grow. Because it’s not just what you earn…it’s what you keep that counts, and.the right tax and accounting professional can be a true asset in so many ways.

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Meet Our Featured Advisors profiles financial advisors from the investment and tax and accounting professions and provides you the ability to perform a detailed search to locate the best advisor for your financial needs. Begin your journey by checking out these featured advisors, then select the “Search for Advisors” button below to get started.

Kaleb Paddock, CFP®


Parker, CO

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Philip Weiss


Phoenix, Maryland

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Scott Harmon, CPA

Tax & Accounting

South Pasadena, California

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