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Our expertise is tax efficiency for business owners and entrepreneurs.

We specialize in creating custom plans for each of our clients, which is why we are different from your average financial advisor.

Our value proposition is that we know the ins and outs of the business owner. Our tax knowledge and retirement plan designs go beyond the scope of what most advisors can offer.

We have become a thought leader in this specialized space and have been at the forefront of leveraging new tax and financial strategies on behalf of qualified clients.

Our Expertise

Tax Efficiency for Business Owners & Self Employed

We offer

Simplicity
Long term relationship
Trust
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About Us

Through David's affiliation with The Nautilus Group®, we have access to a planning resource comprised of specialists with backgrounds in law, taxation, accounting and charitable planning to assist in the design and execution of your plan.

We work very closely with different actuaries who are well versed in the testing and complex rules of retirement plans.

David Podell

Owner & Financial Advisor

Dan Mueller

Financial Advisor

David Yates

Financial Advisor

Michael Kelly

Associate Financial Advisor

Leslie Mastrogiovanni

Operations Manager

Tara Medina

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Years in Service

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Clients in 25 states

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Households Advised

Newsletters

  • Year-End 2021 Tax Tips

    This article outlines various tax-related financial moves to consider before the end of the calendar year.

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