Our firm started in 1991 with a vision of building a team of experienced co-workers who would provide a level of service above the norm. After spending years in industry and wealth planning we began to see a lack of strategic and succession planning for small businesses as well as a lowering standard of ethics and integrity among business leaders. These past experiences and passions have led us to the overarching purpose of bringing peace and influence into the lives of our clients through the application of our financial and strategic skills to their most pressing problems. There are more working parts to your life than there are in your business. Many times your plans and goals get lost between the scraps of paper! Sometimes the pressures of life and demands of making a living can cause the SMB owner to wonder, “Am I running this business or is it running me?” The wise King Solomon once wrote, “He that walks with wise men shall be wise: but a companion of fools shall be destroyed.” While we may not match the wisdom of King Solomon, we strive to bring an unparalleled level of skill and wisdom to each client engagement. At MSM, we do bookkeeping, accounting, taxes and wealth planning. But what we do best is help you take a comprehensive look at your business and personal financial plans and goals and create a comprehensive integrated plan that will prevent many road blocks later on. You want to be successful in life – Our goal is to help you get there!