Client Login
Our Story
Jim Hess and the late Ed Whitcomb founded our firm in 1983. Their goal was simple and clear: to focus on clients' needs. This foundation distinguished them from other public accounting or investment firms at the time. With this in mind, they built a team of trustworthy investment advisors and CPAs committed to their clients. Over the years, our focus on delivering exceptional service has never changed. We believe that excellent service should be the standard, not the exception. To this day, we remain dedicated to best serving the needs of every client that comes through our door.
We serve our clients by meeting their accounting and tax needs and helping them manage their businesses. We also focus on investments, helping both the business owner with employee retirement plan options and individual investors with investment choices, to grow and preserve their personal wealth.
Our objective is to be your business partner. We treat you as part of our team, and want to be the first place you call when you need help. We’ve devoted our careers to providing you with a full range of professional services designed to make your businesses better and improve the quality of your personal lives.
