Who We Serve

We work with nice people. That may sound vague, but because our firm is built on building lifelong relationships, we tailor our services to people who are kind, caring, and love others. We jokingly say that we are ladies and gentlemen serving ladies and gentlemen. How’s that for a business motto?

We specialize in working with multigenerational families that want to pass on good financial habits to their children and grandchildren and women who are single, divorced, or widowed. For our small business owner clients, we provide access to a secure, comprehensive, and accurate business valuation so you can plan for the future.

Our best clients share what we call the “6 Farrall Fs”:

1. They value their family and would do anything to help them.
2. They crave financial security.
3. They have fun in everything they do.
4. They have friends whom they love seeing and who love seeing them.
5. They fulfill their life by listening with their eyes and doing benevolent things for others.
6. Their fitness is living their life to the fullest and taking care of themselves.

Think we’re a good fit? Reach out today!