Andy Roberson

Co-Founder, CFP

Providing strategies to reduce current and future taxes, protect assets, and support long-term wealth for business owners and executives.

I help families make smart decisions to achieve financial confidence, independence and abundance. As the son of a family business owner, I am particularly passionate in helping successful family businesses thrive as I work in the gray area between your business and personal lives. We specialize in working with construction, real estate, manufacturing, solar, medical, dental, biotech, fintech, AI, and software businesses. Our clients either want to maximize their business for personal goals or leverage personal assets for business growth and exit strategies. What are you looking to do?