Our Firm

Our firm's president, Michael J. Robertson, is a CERTIFIED FINANCIAL PLANNER™ practitioner. He is also an Enrolled Agent licensed to practice before the Internal Revenue Service. He works closely with our individual and business clients regarding their financial and tax planning strategies and investment services. Our reputation is built upon a foundation of satisfied clients. Our goal is your complete satisfaction, nothing less. Whether we're helping a client plan for taxes or retirement, preparing financial statements, dealing with the IRS or providing any other financial assistance, we have your best interests in mind.

Michael J. Robertson is a member in good standing of the following organizations.