Your Financial Quarterback

Your first call when you have a question concerning any financial matter.

We are a multidisciplinary wealth management firm. Our principals and team members have worked with over 1,000 clients in 48 states and have authored over a dozen books on all aspects of wealth management.

We help you develop, implement, and maintain a comprehensive plan that supports all aspects of your financial well-being and helps you achieve the lifestyle to which you aspire.


reviewing tax and investment documents
David Mandell

Tax Diversification

Investors often hear the phrase “don’t put all your eggs in one basket,” and interpret…


employees on zoom call

The New & Expanded Employee Rentention Credit

Nearly all taxpayers are looking for legitimate tools to reduce taxes. The Employee Retention Credit…


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Wealth Planning for the Modern Physician Podcast

Season 3 Recap: An Executive Summary

In the final episode of Season 3, host David Mandell recaps the season’s 18 episodes…