Overview

We are a team of professionals providing independent, customized financial solutions for busy executives, families, and small business owners. As your Family CFO, we help you structure, streamline, and simplify your complex financial affairs and protect your financial futures. Locally based in Williamsburg, VA, and nationally connected, our financial professionals have spent decades perfecting the competence required to understand you, your goals, and to coordinate the execution of those goals with the team of experts we have assembled. Ultimately, working with your team of experts, our job is to make sure you achieve your goals while we relieve you of the myriad of details that go along with that achievement. Think of us as the CFO of your Family Office. We realize that each family we work with has its own set of unique needs. By developing a complete understanding of those unique needs and coordinating the experts we have assembled to address them, our services help by relieving the burden and stress that accompanies those needs ultimately providing you with peace of mind. Our knowledgeable team of professionals has expertise in the areas of accounting and recordkeeping systems, law, finance, markets, taxes, and risk management. How can they help you? As your Family CFO our services may also include: * Bill paying * Statement reviews * Net worth tracking * Expense summaries * Credit card fraud monitoring * Streamlining bill payments for life insurance, long term care insurance, utilities, and other recurring expenses * Financial errands We’re committed to adding the financial execution component into your financial advice component.