Enjoy doing what you love on your time off.
You will not miss hunting down your 1099s and sending them to your tax preparer.
We promise.
“The more your money works for you, the less you have to work for money.”
― Idowu Koyenikan

All of Your "Green" Needs in One Space.
Whether you look at your portfolio every day or just once a year, we will do our homework so your money time can be effective and efficient.

Service You Can Count On
We care about every client. If there's an important deadline coming up, you will be hearing from us! We take pride in our service.
Meet Timothy and Francine


Timothy Richardson, CFA, EA
Founder and Financial Advisor
Contact Us
We’d love to hear from you!