Our History ​

Our firm was founded in 2005 and is registered in North Carolina, certificate #29006. We are located  ​on Iron Gate Drive in Barclay Commons. We mainly serve clients in and around the greater Wilmington area. However, our technology allows us to provide services to clients across the nation.

We are very proud of our forward-thinking, long-standing and experienced team.  Our team has allowed us to develop a reputation of dependability.  David, John and Mary have worked together for over 20 years and our support team has been together for over 15 years. 

Our Philosophy

We are committed to providing close, personal attention to our clients and to be their reliable partner in the financial and tax arena.  Our personal, hands-on service comes from years of training, technical experience and sound communication with our clients.  Our allegiance to our clients and providing personal service has been the foundation of our practice since its inception.

​Our continued investment of time and resources in professional continuing education, computer technology and business relationships is indicative of our commitment to excellence.  Our wealth of resources, knowledge and innovative thinking helps us to ensure that our clients are confident and well-equipped to make key financial decisions.  We look at the bigger picture, dynamic details, challenges and opportunities to bring our clients the best solutions.

Our "Sum of the Parts" philosophy has kept our firm strong since the beginning.  Our professionals are fully engaged, business-minded and solution-driven to bring our experience to each engagement.  

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Our Mission

To give our clients the mindset, the freedom, the systems, the resources and 
the support they need to help them define and achieve their financial goals.