With offices in Greenwood, IN and Chicago, IL, where our team has lived and worked for decades, we take pride in the trusted relationships we have built, both as advisors and as neighbors. As CPAs, we have unusually strong roots in accounting and tax planning. We recognize the importance of understanding the tax impact of investment decisions and incorporating the tax impact into overall planning. Our fee structure allows us to remain independent. We act in the best interest of our clients and operate with the highest standards of ethics and integrity.