One Advisor Twice the Advice™
We believe in our proven process so much…we named it! OATA means that our team provides fee-only fiduciary advisors who believe your financial plan should be complemented with tax-saving strategies. We believe our clients should benefit from having one advisor that protects both sides of their financial well-being. Our proven process ensures you have tax savings strategies that align with your financial & investment plans.
Who We Help
Aiming to help you succeed
CFA Portfolio Dashboard
Work with Tom & his team and ENGAGE in a broader and deeper level of engagement, considering all factors across your lifetime. Your client dashboard provides INSIGHT into your plan & investments and is available 24/7.
"The proof of a good company is how far you trust them in regard to your own financial matters, and I trust Tom and his company implicitly."
- Vanessa T.
The testimonial above was not compensated and is the opinions of specific clients. The opinions stated may not be representative of all client opinions or experiences.