Our Advantage

There are many financial professionals for investors to choose from, but there are a few important things that set our firm apart. Our clients appreciate our:

Our founder, John L. Mottram, has over 40 years of uninterrupted experience working in the financial services industry and can think strategically about both tax and wealth management. He has also worked internationally, which gives him a broader perspective that can benefit his clients.

We communicate with our clients regularly and this open discussion helps us stay on track and adjust their strategies as needed. We are extremely responsive and our clients know that we’re just a quick phone call or email away. You’ll never be directed to a call center or get an automated response. We’re here for you and this transparent communication sets us apart.

Financial literacy is one of the most important things we help clients with. We make talking about money comfortable and are here to answer your questions professionally and promptly. We educate you on your options and walk you through your strategies in a clear and concise manner.

John experienced first-hand some of the difficulties that families face when the unexpected happens, as well as great benefits that generations of families can enjoy through thoughtful pursuit of personal and business growth. John is in business to help others avoid the former and achieve the latter.

We are CPAs first, meaning that we always consider the tax implications of your financial needs. Our clients receive proven tax strategy skills and investment management from a financial professional with over 40 years of experience.

There are many advantages of working with our firm and these are just a few. We combine our tax planning experience with the tools of an investment advisor to keep our clients one step ahead and on track to achieving their financial goals.