Our unique perspective
in addressing client concerns

With a combination of tax expertise, business acumen and our comprehensive knowledge of financial planning, we provide our clients with tax-focused financial planning, making sure the financial, general risk, and taxation elements of a plan are addressed and in sync.

Always looking for potential opportunities and possible snares, we empower our clients to make the right choices with the right information, so they gain clarity and confidence in their financial future.

Our relentless quest for understanding & never accepting things at face value

When a client transitions to a new stage in life, there are details and complexities at every turn.

With our multi-disciplined, consultative approach, we leave no stone unturned as we help clients identify, understand, and assess those pesky details that lie before them so they can have the confidence in their decisions.

Our unrelenting pursuit to be better than we were six months ago is the foundation that clients count on when pursuing their financial goals.

Our tenacity & willingness to fight the alligators on behalf of our client

Our number 1 goal is looking out for our clients. Sometimes that means “wrestling the alligator” on your behalf.

These “financial alligators” can come in various forms, like tax compliance or a third party trying to convince you to make a poor decision.

Sometimes, it is simply being tenacious in making sure a concept is fully understood before moving forward. We are committed to looking out for you – always!

As a small firm, we can quickly respond to our clients’ requests, as well as anticipate their needs. Clients see this as a major advantage over larger firms that expect them to adjust to the firm’s structure and policies. We are confident in our ability to provide the services our clients need along with the financial confidence they desire.

Although small in size, we have an incredible amount of breadth and depth of experience in a broad range of services. Members of our team have come from five different accounting firms, two corporate entities and a trust department, where they gained considerable experience in wealth management, tax planning and preparation, IRS representation, as well as auditing and accounting services.

Kevin Q. Williams, MBA, CPA/PFS, CFP^®, Principal

I help our clients work towards achieving their income and retirement goals, and leave a lasting legacy, by making smart decisions about their money. With more than two decades of experience in public accounting and wealth management, I am committed to providing and implementing prudent, personalized and integrated solutions which address the major concerns of business owners and individuals.

A CERTIFIED FINANCIAL PLANNER™ professional, I earned my undergraduate degree in Finance and M.B.A. from Oklahoma State University.  With more than 25 years’ experience as a Certified Public Accountant, I also hold the Personal Financial Specialist designation from the American Institute of Certified Public Accountants (AICPA). I am a member of both the AICPA and the Maryland Association of Certified Public Accountants (MACPA).

My wife Carrie and I, along with our three sons, live near Annapolis, an area rich in beautiful landscapes, history and cultural opportunities. Since each of our sons plays a different sport, I have learned to catch sliders, scoop lacrosse balls, and hit overheads. I have also taken up long distance running so I can stay a step ahead of them and any funny ideas they might have. In addition to golf, kayaking and reading American Civil War history, I have recently gotten into stand-up paddle boarding.