We’re Seth and Cameron Church—brothers, fiduciary financial planners, and the creators of this one-stop-shop.

After years of working as financial advisors, we kept seeing the same frustrating patterns: accountants who didn’t take the time to explain things, tax professionals who focused on checking boxes instead of finding opportunities, and busy medical professionals making avoidable mistakes simply because no one had shown them a better way.

We started this because we believe financial planning should be proactive, personal, and comprehensive. We don’t just “get the job done”—we help you optimize every part of your financial life, from business structure to tax strategy to long-term investing.

Our mission is simple: give hardworking professionals the clarity, confidence, and customized guidance they deserve—especially those navigating the leap from W-2 to 1099 income or starting a business for the first time. We’ve built a hands-on, full-service approach that makes complex transitions feel easy and worry-free.

There’s a one-stop-shop for everything these days. Why should owning a business be so much harder?